DFX Intelligence

Data Factory

AllocatorsPlancorporate pension<100m

Retirement Programs of Nl Industries, Inc.

Allocators

Dallas, TX

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:8c38e5ab-74ce-439a-89c8-8f474089a162

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
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: $75.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 100%
Participants: 1,797
Commitments: 34with an amount; holdings are counted apart
Managers: 6
Funds: 13
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
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

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval; showing 25 of 34

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Ir&m Long Corporate Collective Fund	Ir+m Collective Investment	Pooled vehicle	$12.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ir&m Long Corporate Collective Fund	Ir+m Collective Investment	Pooled vehicle	$11.7M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Ir&m Long Corporate Collective Fund	Ir+m Collective Investment	Pooled vehicle	$11.2M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga US Treasury Index Nl Ctf	State Street Global Advisors Trust	Fixed income	$8.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Ssga US Treasury Index Nl Ctf	State Street Global Advisors Trust	Fixed income	$7.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wtc-Cif II US Investment Grade Inte	Wellington Trust Company, Na	Pooled vehicle	$7.0M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Wtc-Cif II US Investment Grade Inte	Wellington Trust Company, Na	Pooled vehicle	$5.4M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ssga Long US Treasury Index Nl Fund	State Street Global Advisors Trust Company	Fixed income	$4.4M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Nepc Global Equity Cit	Nepc, LLC	Public equity	$4.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga US Treasury Index Nl Ctf	State Street Global Advisors Trust	Fixed income	$3.7M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga Long US Treasury Index Nl Fund	State Street Global Advisors Trust Company	Fixed income	$3.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Wtc-Cif II US Investment Grade Inte	Wellington Trust Company, Na	Pooled vehicle	$3.5M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Nepc Global Equity Cit	Nepc, LLC	Public equity	$3.3M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Nepc Global Equity Cit	Nepc, LLC	Public equity	$2.1M	Dec 31, 2024	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$2.0M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ftse Rafi US 1000 Index Nl Ctf	State Street Global Advisors Trust	Pooled vehicle	$1.9M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Ssga Long US Treasury Index Nl Fund	State Street Global Advisors Trust Company	Fixed income	$1.9M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Ftse Rafi US 1000 Index Nl Ctf	State Street Global Advisors Trust	Pooled vehicle	$1.8M	Dec 31, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$1.7M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Nepc Emerging Markets Equity Cit	Nepc, LLC	Public equity	$1.6M	Dec 31, 2022	Collective trust	Dol form 5500 pension
Nepc Emerging Markets Equity Cit	Nepc, LLC	Public equity	$1.5M	Dec 31, 2023	Collective trust	Dol form 5500 pension
S&p 500 Flagship Nl Fund	State Street Global Advisors Trust Company	Pooled vehicle	$1.3M	Dec 31, 2024	Collective trust	Dol form 5500 pension
State Street Msci Eafe 100 Hedged	State Street Global Advisors Trust	Hedge diversifiers	$1.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Nepc Diversified Credit Cit	Nepc, LLC	Private credit	$1.1M	Dec 31, 2023	Collective trust	Dol form 5500 pension
Wtc-Cif Small Cap 2000 Portfolio	Wellington Trust Company, Na	Public equity	$929,515	Dec 31, 2022	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 12 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Non-interest-bearing cash	n/a	n/a	n/a	1	$421,871	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	2	$1.3M	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	49	$37.4M	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
Towers Watson Pennsylvania, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Nepc, LLC	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
US Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Willis Towers Watson US LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Nepc, LLC	n/a	Dec 31, 2022	n/a	yes	fact
State Street Global Advisors Trust	n/a	Dec 31, 2022	n/a	yes	fact
Income Research & Mgmt. Inc.	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact
Wellington Trust Company	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

← Nepc, LLCInvestment consultant
Dec 31, 2022 to presentfactForm 5500
← State Street Global Advisors TrustInvestment consultant
Dec 31, 2022 to presentfactForm 5500
← Income Research & Mgmt. Inc.Manager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Wellington Trust CompanyInvestment consultantInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Sponsors (1)

← NL Industries, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Towers Watson Pennsylvania, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Nepc, LLCInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ US BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Willis Towers Watson US LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Retirement Programs of Nl Industries, Inc. no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $929,515 at 2022-12-31; absent from the 2023-12-31 filing)
Wellington Trust Company, Na Form 5500observed 5 days ago
$929,515
Occurred
Dec 31, 2023
Holding in a pooled vehicle ended
Retirement Programs of Nl Industries, Inc. no longer reports Russell 2000 Index Nl Fund (State Street - Russell 2000) (last held $718,320 at 2022-12-31; absent from the 2023-12-31 filing)
State Street Global Advisors Trust Company Form 5500observed 5 days ago
$718,320
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Retirement Programs of Nl Industries, Inc. first reports an interest in Nepc Diversified Credit Cit: $1M at 2023-12-31
Nepc Diversified Credit Cit Form 5500observed 5 days ago
$1.1M

Show 4 bookkeeping events

Occurred
Dec 31, 2024
Retirement Programs of Nl Industries, Inc. total assets $42M -> $76M (+80.8%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Retirement Programs of Nl Industries, Inc. funded ratio 94.6% -> 100.0% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2023
Retirement Programs of Nl Industries, Inc. plan assets $54M -> $41M (-24.5%, 2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Retirement Programs of Nl Industries, Inc. funded ratio 107.5% -> 94.6% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:8c38e5ab-74ce-439a-89c8-8f474089a162
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 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.