Back to filter
Original filing (PDF)20250620155301NAL0004030705001
REGENCY CENTERS
Form 5500
FILING_RECEIVED
REGENCY CENTERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
489
Accounts w/ balance
666
Plan assets (EOY)
$165.2M
Net assets (EOY)
$165.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REGENCY CENTERS.
Plan sponsor
Name
REGENCY CENTERS
EIN
59-3191743
Address
ONE INDEPENDENT DRIVE · SUITE 114 · JACKSONVILLE, FL · 32202
Phone
(904) 598-7819
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
| REGIONS BANK | 63-0371391 | — | CONTRACT ADMINISTRATOR | $62K | — |
Investments
29 direct securities · 4 pooled funds· $168.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$137.3M
29 holdings
Common Collective Trust
$31.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Mutual funds | — | — | $35K | $16.9M | 10.2% | |
| Principal/T. Rowe Price Institutional LargeCap Growth Managed * Common/collective trusts | — | — | $187K | $12.4M | 7.5% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $12.4M | 7.5% | |
| American Funds New Perspective Fund R6 Mutual funds | — | — | $183K | $11.4M | 6.9% | |
| Vanguard Target Retirement 2050 Fund Mutual funds | — | — | $214K | $10.7M | 6.5% | |
| Fidelity Balanced Fund Mutual funds | — | — | $357K | $10.6M | 6.4% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $146K | $9.3M | 5.6% | |
| Regency Centers Corporation Common Stock Fund Common stock | — | — | $124K | $9.2M | 5.6% | |
| Self Directed Accounts Self directed accounts | — | — | — | $8.6M | 5.2% | |
| Vanguard Target Retirement 2040 Fund Mutual funds | — | — | $194K | $8.4M | 5.1% | |
| Vanguard Target Retirement 2045 Fund Mutual funds | — | — | $266K | $7.9M | 4.8% | |
| Vanguard Small Cap Index Fund Institutional Mutual funds | — | — | $59K | $6.8M | 4.1% | |
| Vanguard Target Retirement 2055 Fund Mutual funds | — | — | $97K | $5.4M | 3.3% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $59K | $5.1M | 3.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $151K | $4.8M | 2.9% | |
| John Hancock Disciplined Value MidCap Fund R6 Mutual funds | — | — | $164K | $4.4M | 2.7% | |
| Vanguard Target Retirement 2035 Fund Mutual funds | — | — | $180K | $4.3M | 2.6% | |
| T. Rowe Price Mid Cap Growth Fund I Mutual funds | — | — | $41K | $4.1M | 2.5% | |
| CIT N Allspring Core Bond R6 Fund Mutual funds | — | — | $340K | $3.7M | 2.2% | |
| Vanguard Target Retirement 2060 Fund Mutual funds | — | — | $53K | $2.7M | 1.7% | |
| American Funds Europacific Growth Fund R6 Mutual funds | — | — | $40K | $2.2M | 1.3% | |
| Vanguard Target Retirement 2025 Fund Mutual funds | — | — | $75K | $1.4M | 0.8% | |
| Participant Loans and maturity dates ranging from February 2025 to March 2039 | — | — | — | $1.1M | 0.7% | |
| Vanguard Target Retirement Income Fund Mutual funds | — | — | $87K | $1.1M | 0.7% | |
| Vanguard REIT Index Fund Admiral Mutual funds | — | — | $8K | $974K | 0.6% | |
| Vanguard Developed Markets Index Fund Admiral Mutual funds | — | — | $60K | $924K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Mutual funds | — | — | $28K | $751K | 0.5% | |
| Vanguard Explorer Fund Admiral Mutual funds | — | — | $4K | $475K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual funds | — | — | $8K | $275K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Z Mutual funds | — | — | $14K | $235K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual funds | — | — | $5K | $122K | <0.1% | |
| American Century Small Cap Value R6 Fund Mutual funds | — | — | $11K | $117K | <0.1% | |
| Allspring Treasury Plus Money Market Service Money market funds | — | — | $109K | $109K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Real Estate plans
COMPASS, INC.
COMPASS 401(K) PLAN
$172.2M · 2,754 participants
AVISON YOUNG (USA) INC.
AVISON YOUNG (US) 401(K) PLAN
$136.7M · 1,401 participants
HIGHWOODS REALTY LIMITED PARTNERSHIP
HIGHWOODS PROPERTIES 401(K) RETIREMENT PLAN
$119.5M · 347 participants
REDFIN CORPORATION
REDFIN 401(K) PROFIT SHARING PLAN
$223.2M · 3,506 participants
WEICHERT CO.
WEICHERT 401(K) PLAN
$231.1M · 1,102 participants
STREAM REALTY PARTNERS
STREAM REALTY PARTNERS 401(K) SAVINGS PLAN
$97.1M · 1,471 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants