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
Mondrian Investment Partners, Ltd
EIN 980117968
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
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
8
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
8 plans
- Local No. 731, I.B. of T., Pension Fundplan years 2025
- Farmers Group, Inc. Employees' Pension Planplan years 2023
- Winter Haven Hospital Pension Planplan years 2023
- Wells Fargo & Company Cash Balance Planplan years 2022
- The Southern Company Pension Planplan years 2022
- The Bank of America Pension Planplan years 2022
- The Southern California Edison Company Retirement Planplan years 2022
- Jpmorgan Chase Retirement Planplan years 2022
Commitment rows
No rows.
What changed
- Mondrian Investment Partner 29 no longer appears on Winter Haven Hospital Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Mondrian Investment Partners, Ltdaskebsa.dol.gov
- Mondrian Investment Partners appears on Local No. 731, I.B. of T., Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Mondrian Investment Partners, Ltdaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceThe Southern California Edison Company Retirement PlanMondrian Investment Partners no longer appears on The Southern California Edison Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mondrian Investment Partners, Ltdaskebsa.dol.gov