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

Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies

Corporate pensionCharlotte, NC
Assets
$250M
Total assets, Dec 31, 2024 reported
Funded
115.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Enpro, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 23.6%
  • Registered investment companies 75.4%
Consultants and advisers
4 firms
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
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Total assets
$250M Dec 31, 2024 reported Form 5500
$267M (2023-12) · $215M (2022-12)
Plan assets
$267M Jan 1, 2024 reported Form 5500
$218M (2023-01) · $297M (2022-01)
Net assets
$250M Dec 31, 2024 reported Form 5500
$267M (2023-12) · $215M (2022-12)
Funded ratio
115.6% Jan 1, 2024 reported Form 5500
111.8% (2023-01) · 137.5% (2022-01)
Funding target
$251M Jan 1, 2024 reported Form 5500
$214M (2023-01) · $211M (2022-01)
Discount rate
5.08% Jan 1, 2024 reported Form 5500
5.20% (2023-01) · 5.37% (2022-01)
Participants
1,819 Jan 1, 2024 reported Form 5500
1,474 (2023-01) · 1,495 (2022-01)
Contributions
$3.3M Dec 31, 2023 reported Form 5500
$0 (2022-12)
Benefits paid
$17.3M Dec 31, 2024 reported Form 5500
$13.9M (2023-12) · $12.3M (2022-12)
Net investment income
$-17.0M Dec 31, 2024 reported Form 5500
$8.7M (2023-12) · $-82.1M (2022-12)
Investment management fees
$223,212 Dec 31, 2024 reported Form 5500
$178,236 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,819$267M$251M115.6%$250Mn/an/an/a
2023 to Dec 31, 20231,474$218M$214M111.8%$267Mn/an/an/a
2022 to Dec 31, 20221,495$297M$211M137.5%$215Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Consultant changedinference
    Vanguard Advisors Inc. no longer appears on Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Vanguard Advisors Inc.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies funded ratio 111.8% -> 115.6% (2023-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies plan assets $218M -> $267M (+22.5%, 2023-01-01 to 2024-01-01)
  • Dec 31, 2023Assets changed
    Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies total assets $215M -> $267M (+24.1%, 2022-12-31 to 2023-12-31)
  • Jan 1, 2023Funded status changed
    Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies funded ratio 137.5% -> 111.8% (2022-01-01 to 2023-01-01)
  • Jan 1, 2023Assets changed
    Retirement Program for Employees of Enpro Industries, Inc. and Affiliated Companies plan assets $297M -> $218M (-26.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 010573945-001
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.