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 Global Equity LLC

EIN 352496423
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
3
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
5
Schedule C investment manager rows
Who backs this manager
1 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Northern Light Health Retirement Partnership Plan30Public equityDec 31, 2022Dec 31, 2024
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
5 plans
Commitment rows
3 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Northern Light Health Retirement Partnership PlanLindsell Train Global Equity LLCcollective trustPublic equity$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Northern Light Health Retirement Partnership PlanLindsell Train Global Equity LLCcollective trustPublic equity$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Northern Light Health Retirement Partnership PlanLindsell Train Global Equity LLCcollective trustPublic equity$12.0M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2023Manager relationship endedinferenceMetallus Inc. Bargaining Unit Pension Plan
    Lindsell Train Global Equity LLC no longer appears on Metallus Inc. Bargaining Unit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lindsell Train Global Equity LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceTimkensteel Corporation Retirement Plan
    Lindsell Train Global Equity LLC no longer appears on Timkensteel Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lindsell Train Global Equity LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceCottage Health Pension Plan
    Lindsell Train Global Equity LLC no longer appears on Cottage Health Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Lindsell Train Global Equity LLCaskebsa.dol.gov