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
Brandes Investment Partners,l.p.
EIN 367202056
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
4
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
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Enbridge Employee Services, Inc. Employees' Pension Plan | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| Enbridge Gas Ohio Union Pension Plan | 1 | 0 | Public equity | Dec 31, 2024 | Dec 31, 2024 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
8 plans
- Enbridge Gas Ohio Union Pension Planplan years 2024
- Hawaii Electricians Pension Planplan years 2023
- Riceland Foods, Inc. Employee Benefit Pension Planplan years 2023
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Planplan years 2023
- Enbridge Employee Services, Inc. Employees' Pension Planplan years 2022
- Employer-Industrial Sheet Metal Workers Local 16 Pension Trustplan years 2022
- Alaska Electrical Pension Planplan years 2022
- Lear Combined Pension Planplan years 2022
Commitment rows
4 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Enbridge Employee Services, Inc. Employees' Pension Plan | Brandes Global Small Cap Portfoliocollective trust | Public equity | $25.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Enbridge Gas Ohio Union Pension Plan | Brandes Global Small Cap Portfoliocollective trust | Public equity | $14.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Enbridge Employee Services, Inc. Employees' Pension Plan | Brandes Global Small Cap Portfoliocollective trust | Public equity | $30.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Enbridge Employee Services, Inc. Employees' Pension Plan | Brandes Global Small Cap Portfoliocollective trust | Public equity | $25.8M held | Disclosed holding | askebsa.dol.gov |
What changed
- Affinity Investment Advisors no longer appears on Hawaii Electricians Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brandes Investment Partners,l.p.askebsa.dol.gov
- Brandes Investment Partners, LP. no longer appears on Lear Combined Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Brandes Investment Partners,l.p.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceEmployer-Industrial Sheet Metal Workers Local 16 Pension TrustBrandes Investment Partners no longer appears on Employer-Industrial Sheet Metal Workers Local 16 Pension Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Brandes Investment Partners,l.p.askebsa.dol.gov