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Original filing (PDF)20251010143357NAL0012810912001
FIRST HORIZON CORPORATION
Form 5500
FILING_RECEIVED
FIRST HORIZON CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 3
60% in single holdingNo recordkeeper disclosed7 service providers
Active participants
953
Accounts w/ balance
—
Plan assets (EOY)
$603.1M
Net assets (EOY)
$601.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: AHCIT AON INTERMEDIATE CREDIT FUND (no filing on disk)]" is 60% of plan.
- 41 bps in Schedule C fees — 579% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST HORIZON CORPORATION.
Plan sponsor
Name
FIRST HORIZON CORPORATION
EIN
62-0803242
Address
PO BOX 84 · MEMPHIS, TN · 381010084
Phone
(901) 523-5909
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER, DONELSON, BEARMAN, CALDWELL | 62-1047356 | — | LEGAL | $11K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 36-2235791 | CHICAGO, IL | NONE | $1.5M | — |
| FIRST HORIZON BANK TRUST DIVISION | 62-0201385 | — | AFFILIATE | $301K | — |
| LEGAL AND GENERAL INVESTMENT MANAGT | 20-8058531 | CHICAGO, IL | NONE | $291K | — |
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | ST LOUIS, MO | NONE | $261K | — |
| CBIZ CPAS P.C. | 43-1947695 | MEMPHIS, TN | NONE | $41K | — |
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | NONE | $26K | — |
Investments
3 pooled funds· $262.3M(43% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AHCIT AON INTERMEDIATE CREDIT FUND AON HEWITT INVESTMENT CONSULTING, INC. · EIN 27-2436452 / PN 008 | Common Collective Trust | — | — | $157.8M | 26.2% | |
| BLACKROCK CIF LONG GOVT BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118547 / PN 001 | Common Collective Trust | — | — | $79.6M | 13.2% | |
| BLACKROCK INTERM GOVT BOND INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | — | $24.9M | 4.1% |