DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Hancock Whitney Corporation Pension Plan

Corporate pensionGulfport, MS
Assets
$735M
Total assets, Dec 31, 2024 reported
Funded
155.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
13
none on the tape
Plan sponsor: Hancock Whitney Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Corporate debt instruments (other) 3.1%
  • U.S. Government securities 5.6%
  • Common/collective trusts 78.0%
  • Registered investment companies 5.8%
  • Common stock 6.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Fiam Long Corp acollective trustFidelity Institutional Asset MgmtPooled vehicles$151M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wellington Wtc-Ctf Global Bond Oppcollective trustWellington Trust CompanyFixed income$157M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Cohen and Steers Real Assetscollective trustCohen & Steers Capital ManagementReal assets$58.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$157M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Ex - US Alpha Tilts Fundcollective trustBlackrockPooled vehicles$49.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fiam Long Corp acollective trustFidelity Institutional Asset MgmtPooled vehicles$154M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wellington Wtc-Ctf Global Bond Oppcollective trustWellington Trust CompanyFixed income$159M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cohen and Steers Real Assetscollective trustCohen & Steers Capital ManagementReal assets$59.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$160M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fiam Long Corp acollective trustFidelity Institutional Asset MgmtPooled vehicles$134M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wellington Wtc-Ctf Global Bond Oppcollective trustWellington Trust CompanyFixed income$136M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cohen and Steers Real Assetscollective trustCohen & Steers Capital ManagementReal assets$58.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022PRU U.S. Long Duration Corp Bdcollective trustPrudential Trust Co.Fixed income$140M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$735M Dec 31, 2024 reported Form 5500
$746M (2023-12) · $701M (2022-12)
Plan assets
$746M Jan 1, 2024 reported Form 5500
$701M (2023-01) · $860M (2022-01)
Net assets
$735M Dec 31, 2024 reported Form 5500
$746M (2023-12) · $701M (2022-12)
Funded ratio
155.3% Jan 1, 2024 reported Form 5500
157.0% (2023-01) · 174.0% (2022-01)
Funding target
$478M Jan 1, 2024 reported Form 5500
$466M (2023-01) · $445M (2022-01)
Discount rate
5.19% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.43% (2022-01)
Participants
5,033 Jan 1, 2024 reported Form 5500
5,097 (2023-01) · 5,165 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$26.5M Dec 31, 2024 reported Form 5500
$24.0M (2023-12) · $24.0M (2022-12)
Net investment income
$-11.3M Dec 31, 2024 reported Form 5500
$45.2M (2023-12) · $-159M (2022-12)
Investment management fees
$1.2M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $657,623 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,033$746M$478M155.3%$735M$0$0$0
2023 to Dec 31, 20235,097$701M$466M157.0%$746M$0$0$0
2022 to Dec 31, 20225,165$860M$445M174.0%$701M$0$0$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Holding started
    Hancock Whitney Corporation Pension Plan first reports an interest in Blackrock Ex - US Alpha Tilts Fund: $49M at 2024-12-31
    with Blackrock Ex - US Alpha Tilts Fundaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Wilshire Advisors, LLC appears on Hancock Whitney Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Wilshireaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Hancock Whitney Corporation Pension Plan funded ratio 174.0% -> 157.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Hancock Whitney Corporation Pension Plan plan assets $860M -> $701M (-18.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 640693170-004
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.