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 Group(us) Inc

EIN 367205063
Public LPs on the tape
4
distinct allocators disclosing a fund
Commitment rows
5
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
4
Schedule C investment manager rows
Who backs this manager
4 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan20Public equityDec 31, 2023Dec 31, 2024
Winter Haven Hospital Pension Plan10Public equitySep 30, 2024Sep 30, 2024
Care New England Pension Plan10Public equityDec 31, 2023Dec 31, 2023
The Memorial Hospital Defined Benefit Pension Plan and Trust10Public equityDec 31, 2023Dec 31, 2023
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
4 plans
Commitment rows
5 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement PlanMondrian International Equity Fund103 12 iePublic equity$62.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Winter Haven Hospital Pension PlanMondrian International Equity Fund103 12 iePublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Care New England Pension PlanMondrian International Equity Fund103 12 iePublic equity$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement PlanMondrian International Equity Fund103 12 iePublic equity$59.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Memorial Hospital Defined Benefit Pension Plan and TrustMondrian International Equity Fund103 12 iePublic equity$5.4M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Sep 30, 2025Holding endedinferenceWinter Haven Hospital Pension Plan
    Winter Haven Hospital Pension Plan no longer reports Mondrian International Equity Fund (Mondrian Investment Group(us) Inc) (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Memorial Hospital Defined Benefit Pension Plan and Trust
    The Memorial Hospital Defined Benefit Pension Plan and Trust no longer reports Mondrian International Equity Fund (Mondrian Investment Group(us) Inc) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceCare New England Pension Plan
    Care New England Pension Plan no longer reports Mondrian International Equity Fund (Mondrian Investment Group(us) Inc) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Sep 30, 2024Holding startedWinter Haven Hospital Pension Plan
    Winter Haven Hospital Pension Plan first reports an interest in Mondrian International Equity Fund (Mondrian Investment Group(us) Inc): $1M at 2024-09-30
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2023Holding startedThe Memorial Hospital Defined Benefit Pension Plan and Trust
    The Memorial Hospital Defined Benefit Pension Plan and Trust first reports an interest in Mondrian International Equity Fund (Mondrian Investment Group(us) Inc): $5M at 2023-12-31
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2023Holding startedCare New England Pension Plan
    Care New England Pension Plan first reports an interest in Mondrian International Equity Fund (Mondrian Investment Group(us) Inc): $5M at 2023-12-31
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2023Holding startedLocal 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan
    Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan first reports an interest in Mondrian International Equity Fund (Mondrian Investment Group(us) Inc): $60M at 2023-12-31
    with Mondrian Investment Group(us) Incaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceWestrock Company Consolidated Pension Plan
    Mondrian Investment Group(us) Inc. no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mondrian Investment Group(us) Incaskebsa.dol.gov