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AllocatorsPlancorporate pension100m-1b

Cadence Retirement Plan and Trust Agreement

Allocators

Tupelo, MS

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:ded2c774-0cce-4fd3-9f12-284c242e35d6

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 18, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $341Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 131%
Participants: 7,396
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 10 rows folded into 4

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	11	$38.2M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	8	$27.4M	Dec 31, 2024	Derived
Employer securities	n/a	n/a	n/a	1	$2.8M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	80	$272M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Fidelity Institutional Asset Mgmt T	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Fidelity Investments	actuary	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Cadence BankPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (3)

→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Fidelity Institutional Asset Mgmt TManager with allocator capitalactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Consultant changed
FID Inv Inst Ops Co appears on Cadence Retirement Plan and Trust Agreement's Schedule C as general consultant (plan year 2023 vs 2022)
Fidelity Institutional Asset Mgmt T Form 5500observed 3 days ago

Show 3 bookkeeping events

Occurred
Jan 1, 2024
Cadence Retirement Plan and Trust Agreement funded ratio 134.2% -> 130.6% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Cadence Retirement Plan and Trust Agreement plan assets $414M -> $342M (-17.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Cadence Retirement Plan and Trust Agreement funded ratio 161.4% -> 134.2% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ded2c774-0cce-4fd3-9f12-284c242e35d6
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Cadence Retirement Plan and Trust Agreement

Allocators

Tupelo, MS

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:ded2c774-0cce-4fd3-9f12-284c242e35d6

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$38.2M

Dec 31, 2024

Derived

U.S. Government securities

n/a

$27.4M

Dec 31, 2024

Derived

Employer securities

n/a

$2.8M

Dec 31, 2024

Derived

Registered investment companies

n/a

$272M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Fidelity Institutional Asset Mgmt T

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Fidelity Investments

actuary

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Willis Towers Watson US LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension