DFX Intelligence

Allocator Intelligence

Lindsell Train Global Equity LLC

Manager
EIN 352496423
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
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
6
Schedule C investment manager rows

3 more corporate plans

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Who backs this manager

1 allocator
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Northern Light Health Retirement Partnership Plan30Public equityDec 31, 2022Dec 31, 2024

Funds on the tape

1 vehicle

Corporate and Taft-Hartley plans (Schedule C)

6 plans

+3 more corporate plans name this manager on Schedule C

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
Capital chain

Lindsell Train Global Equity LLC sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

Checking your plan…

›Connections

every published relationship on the graph

+6 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.