Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock

Corporate pension· Clayton, Missouri

Corporate pension, based in Clayton, Missouri, reporting $26.3M in assets, for 216 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$26.3M
Funded ratio
106.0%
Fund commitments
5
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock total assets $13M -> $26M (+105.6%, 2024-09-30 to 2025-09-30).

7 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital path

who backs this record, through what, into what; each name opens its own path
Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock
Managers

Relationship network

17 connected entities10 observed commitments6 repeat counterpartiescommitments 2023 to 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$26.3M
Total assets, Sep 30, 2025 reported
Funded
106.0%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
5
none on the tape
Plan sponsor: Emerson Electric Company

Allocation policy

Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 51.5%
  • Registered investment companies 48.5%

Consultants and advisers

3 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

2 events
  • Sep 30, 2025Assets changed
    Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock total assets $13M -> $26M (+105.6%, 2024-09-30 to 2025-09-30)
  • Oct 1, 2024Funded status changed
    Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock funded ratio 108.7% -> 106.0% (2023-10-01 to 2024-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

10 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2024Russell 2000 Equity Index Fd-Lendcollective trustNorthern Trust Investments, Inc.Public equity$195,168 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024NT Collective Short Term Investmentcollective trustNorthern Trust Investments, Inc.Cash$217,498 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$392,010 heldDisclosed holdingaskebsa.dol.gov

+7 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Size and funding

33 readings
Total assets
$26.3M Sep 30, 2025 reported Form 5500
$12.8M (2024-09) · $12.1M (2023-09)
Plan assets
$12.8M Oct 1, 2024 reported Form 5500
$12.1M (2023-10) · $13.4M (2022-10)
Net assets
$25.3M Sep 30, 2025 reported Form 5500
$12.8M (2024-09) · $12.1M (2023-09)
Funded ratio
106.0% Oct 1, 2024 reported Form 5500
108.7% (2023-10) · 108.6% (2022-10)
Funding target
$10.9M Oct 1, 2024 reported Form 5500
$11.8M (2023-10) · $13.6M (2022-10)
Discount rate
5.37% Oct 1, 2024 reported Form 5500
5.22% (2023-10) · 5.42% (2022-10)
Participants
216 Oct 1, 2024 reported Form 5500
243 (2023-10) · 262 (2022-10)
Contributions
$0 Sep 30, 2025 reported Form 5500
$0 (2024-09) · $0 (2023-09)
Benefits paid
$832,937 Sep 30, 2025 reported Form 5500
$1.3M (2024-09) · $2.3M (2023-09)
Net investment income
-$1.0M Sep 30, 2025 reported Form 5500
$670,922 (2024-09) · -$1.3M (2023-09)
Investment management fees
$79,282 Sep 30, 2025 reported Form 5500
$78,073 (2024-09) · $167,199 (2023-09)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025216$12.8M$10.9M106.0%$26.3MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024243$12.1M$11.8M108.7%$12.8MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023262$13.4M$13.6M108.6%$12.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 461763108-005
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

2 dated events on the change ledger, latest event first
  • Total assets changed
    2025-09-30source on record
  • Funded status changed
    2024-10-01source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+5 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.