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
Renasant Bank Amended and Restated Pension Plan
Corporate pensionTupelo, MS
Assets
$19.6M
Total assets, Dec 31, 2025 reported
Funded
51.8%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: Renasant Bank
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Common/collective trusts 85.0%
- Registered investment companies 14.6%
Consultants and advisers
2 firms
- Aon Actuarythrough Dec 31, 2025 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Commingled Pension Trust Fundcollective trust | Jpmorgan Chase Bank, Na | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Commingled Pension Trust Fundcollective trust | Jpmorgan Chase Bank, Na | Pooled vehicles | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust Fundcollective trust | Jpmorgan Chase Bank, Na | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Commingled Pension Trust Fundcollective trust | Jpmorgan Chase Bank, Na | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$19.1M (2024-12) · $20.1M (2023-12) · $20.9M (2022-12)
Plan assets
$20.1M (2024-01) · $20.9M (2023-01) · $30.4M (2022-01)
Net assets
$19.1M (2024-12) · $20.1M (2023-12) · $20.9M (2022-12)
Funding target
$19.7M (2024-01) · $20.8M (2023-01) · $20.9M (2022-01)
Discount rate
4.98% (2024-01) · 5.10% (2023-01) · 5.25% (2022-01)
Benefits paid
$1.8M (2024-12) · $2.1M (2023-12) · $1.8M (2022-12)
Net investment income
$-970,536 (2024-12) · $-734,826 (2023-12) · $-9.5M (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 362 | $19.1M | $18.6M | 51.8% | $19.6M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 370 | $20.1M | $19.7M | 55.8% | $19.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 386 | $20.9M | $20.8M | 59.4% | $20.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 392 | $30.4M | $20.9M | 90.3% | $20.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 11 50 $42,466 PY2025
- Jpmcb Ldi Diversified Balanced Fund Sched. D C $16.7M PY2025
- AON Consulting, Inc. codes 11 PY2025
- Jpmcb Ldi Diversified Balanced Fund Sched. D C $16.6M PY2024
- AON Consulting, Inc. codes 11 PY2024
- Jpmcb Ldi Diversified Balanced Fund Sched. D C $17.8M PY2023
- AON Consulting, Inc. codes 11 PY2023
- Jpmcb Ldi Diversified Balanced Fund Sched. D C $20.8M PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2025Funded status changedRenasant Bank Amended and Restated Pension Plan funded ratio 55.8% -> 51.8% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedRenasant Bank Amended and Restated Pension Plan funded ratio 59.4% -> 55.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedRenasant Bank Amended and Restated Pension Plan funded ratio 90.3% -> 59.4% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRenasant Bank Amended and Restated Pension Plan plan assets $30M -> $21M (-31.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 640220550-002
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.