DFX Intelligence

Allocator Intelligence

14 more allocators, 10 more funds, 4 more corporate plans, 27 more commitment rows and 3 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.

Mondrian Investment Group(us) Inc

Manager

EIN 367205063

Suggest a correction

Public LPs on the tape

17

distinct allocators disclosing a fund

Commitment rows

20

0 dated closings

Disclosed commitments

Not disclosed

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

7

Schedule C investment manager rows

14 more allocators, 10 more funds, 4 more corporate plans, 27 more commitment rows and 3 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.

Who backs this manager

17 allocators

Allocator	Rows	Re-ups	Disclosed $	Buckets	First	Latest
Ernst & Young Partnership Defined Benefit Retirement Plan	6	0		Pooled vehicles	Dec 31, 2022	Dec 31, 2024
Ernst & Young Defined Benefit Retirement Plan	6	0		Pooled vehicles	Dec 31, 2022	Dec 31, 2024
Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan	2	0		Public equity	Dec 31, 2023	Dec 31, 2024

+14 more allocators back this manager

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

Funds on the tape

13 vehicles

Mondrian All Countries World Ex-Us7 rows
Mondrian Qrpey Local Currency Emd F6 rows
Mondrian International Equity Fund5 rows

+10 more funds on the tape

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

Corporate and Taft-Hartley plans (Schedule C)

7 plans

Ernst & Young Defined Benefit Retirement Planplan years 2023
Deseret Mutual Master Retirement Planplan years
National Elevator Industry Pension Planplan years

+4 more corporate plans name this manager on Schedule C

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

Commitment rows

30 rows

Date	Allocator	Fund	Bucket	Amount	Vintage	Status	Source
as of Jun 30, 2025	The Batchelor Foundation Inc	MONDRIAN ALL COUNTRIES EQUITY FUND	Public equity	$36.0M held		Disclosed holding	apps.irs.gov
as of May 31, 2025	Centene Foundation	MONDRIAN GLOBAL EQUITY FUND, LP	Public equity	$12.8M held		Disclosed holding	apps.irs.gov
as of Dec 31, 2024	William Caspar Graustein Memorial Fund	MONDRIAN IEF, LP	Private equity	$3.3M held		Disclosed holding	apps.irs.gov

+27 more commitment rows

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

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

+3 more dated events

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

Capital chain

Mondrian Investment Group(us) Inc sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+17 connections on the graph