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.
Manager
Lindsell Train Ltd
EIN 981104976
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
3
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Emory Healthcare, Inc. Retirement Plan | 1 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
3 plans
Commitment rows
1 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Emory Healthcare, Inc. Retirement Plan | Lindsell Train Global Equity LLCcollective trust | Public equity | $11.0M held | Disclosed holding | askebsa.dol.gov |
What changed
- Emory Healthcare, Inc. Retirement Plan no longer reports Lindsell Train Global Equity LLC (Lindsell Train Ltd) (last held $11M at 2022-12-31; absent from the 2024-12-31 filing)with Lindsell Train Ltdaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe 2017 Employees' Pension Plan of Battelle Memorial InstituteLindsell Train Limited no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)with Lindsell Train Ltdaskebsa.dol.gov