Affinia Healthcare Pension Plan
Corporate pension, based in ST. Louis, Missouri, reporting $15.2M in assets, for 346 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Affinia Healthcare Pension Plan no longer reports Separate Account Number 1 (last held $70,144 at 2024-06-30; absent from the 2025-06-30 filing).
1 more adviser, 2 more commitments and 2 more dated events
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- Prin Ldi Long Duration Sa-Z2 commitments
- Separate Account Number 12 commitments
- Prin Ldi Intrm Dur Sep Acct-Z1 commitment
- Principal3 commitments
- Mutual of America2 commitments
Relationship network
27 connected entities5 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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.
- 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 pensionShowHide
Allocation policy
- Pooled separate accounts 84.1%
- Registered investment companies 15.9%
Consultants and advisers
- Edward Jones Investment adviser (plan)through Jun 30, 2025 Form 5500
- Wilshire Investment adviser (plan)through Jun 30, 2024 Form 5500
- Principal Financial Group Actuarythrough Jun 30, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal3 rows, latest Jun 30, 2025
- Mutual of America2 rows, latest Jun 30, 2024
- Mutual of Americaplan years
What changed
- Jun 30, 2025Holding endedinferenceAffinia Healthcare Pension Plan no longer reports Separate Account Number 1 (last held $70,144 at 2024-06-30; absent from the 2025-06-30 filing)with Separate Account Number 1askebsa.dol.gov
- Jun 30, 2025Holding endedinferenceAffinia Healthcare Pension Plan no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $5M at 2024-06-30; absent from the 2025-06-30 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceEdward Jones appears on Affinia Healthcare Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Edward Jonesaskebsa.dol.gov
- Jul 1, 2024Funded status changedAffinia Healthcare Pension Plan funded ratio 98.1% -> 93.9% (2023-07-01 to 2024-07-01)
- Jun 30, 2024Holding startedAffinia Healthcare Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $5M at 2024-06-30with Principalaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Separate Account Number 1separate account | Mutual of America | Pooled vehicles | $70,144 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov |
+2 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 346 | $15.2M | $15.2M | 93.9% | $15.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 356 | $14.7M | $15.5M | 98.1% | $15.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 366 | $13.9M | $15.2M | 97.2% | $14.7M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 12 13 15 50 64 $112,413 PY2024
- Edward Jones codes 27 99 PY2024
- Willshire Advisors LLC codes 27 72 PY2024
+40 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
Provenance
Affinia Healthcare Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Consultant changed2024-12-31source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.