First Horizon Corporation's EIN is 62-0803242.
Download the official 2024 Form 5500 (PDF) for First Horizon Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Horizon Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $792K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $209.6M | 18.7% | |
| First Horizon Corporation First Horizon Corporation common stock fund, 6,176,476.51 units (1) | Common Stocks | — | — | $115.8M | 10.4% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Account (1) | Self-Directed Brokerage | — | — | $109.1M | 9.8% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $69.2M | 6.2% | |
| INVESCO STABLE VALUE FUND INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $63.5M | 5.7% | |
| BLACKROCK LIFEPATH INDEX 2035 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $57.4M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2030 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $55.0M | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2045 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $46.4M | 4.1% | |
| BLACKROCK LIFEPATH INDEX 2040 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $44.8M | 4.0% | |
| LOOMIS SAYLES LARGE CAP GROWTH LOOMIS SAYLES · EIN 84-6391546 / PN 012 | Common Collective Trust | — | — | $39.5M | 3.5% | |
| T. Rowe Price Instl Large Cap Equity Mutual fund (1) | Other securities | — | — | $39.5M | 3.5% | |
| BLACKROCK RUSSELL 2500 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $35.5M | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2050 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $28.0M | 2.5% | |
| BLACKROCK MSCI ACWI EX US FU BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 83-0377925 / PN 001 | Common Collective Trust | — | — | $27.7M | 2.5% | |
| WESTWOOD SMIDCAP VALUE TRUST C SEI TRUST COMPANY · EIN 26-2447110 / PN 001 | Common Collective Trust | — | — | $27.2M | 2.4% | |
| WILLIAM BLAIR SMALL MID CAP GROWTH WILLIAM BLAIR COLLECTIVE · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $27.2M | 2.4% | |
| BLACKROCK US DEBT INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $26.6M | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2055 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $17.7M | 1.6% | |
| BlackRock LifePath Index Retirement L Common/collective trust fund (1) | Common Collective Trusts | — | — | $16.8M | 1.5% | |
| BLACKROCK TOTAL RETURN BOND L BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $16.8M | 1.5% | |
| HARDING LOEVNER INTERNATIONAL EQTY GLOBAL TRUST · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $14.7M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2060 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $11.8M | 1.1% | |
| Dodge & Cox International Mutual fund (1) | Mutual Funds | — | — | $7.9M | 0.7% | |
| PIMCO Diversified income fund Mutual fund (1) | Mutual Funds | — | — | $4.2M | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 O BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.3% | |
| WEDGE SMID CAP VALUE CIT COMERICA BANK & TRUST NATIONAL ASSOCIATION · EIN 82-6571037 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND T BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX RET BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTING |
| $64K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTIUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGEMENT | $101K | — |
| AON INVESTMENT USA, INC | 36-3109431 | — | CONSULTANT | $87K | — |
| BILLY JONATHAN LEWIS CONSULTING | 41-0295805 | — | CONSULTANT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER, DONELSON, BEARMAN | 62-1047356 | — | LEGAL | $7K | — |
