DFX Intelligence

3 more allocators, 1 more fund, 9 more corporate plans and 7 more commitment rows

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

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Brandes Investment Partners,l.p.

Manager

EIN 367202056

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

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

Schedule C investment manager rows

3 more allocators, 1 more fund, 9 more corporate plans and 7 more commitment rows

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

6 allocators

Allocator	Rows	Buckets	First	Latest
Modern Woodmen of America Employees' Retirement Plan	3	Pooled vehicles	Dec 31, 2022	Dec 31, 2024
Enbridge Employee Services, Inc. Employees' Pension Plan	3	Public equity	Dec 31, 2022	Dec 31, 2024
Deseret Mutual Master Retirement Plan	1	Pooled vehicles	Dec 31, 2024	Dec 31, 2024

+3 more allocators back this manager

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

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

Funds on the tape

4 vehicles

Brandes Global Small Cap Portfolio4 rows
Brandes International Fundamental3 rows
The Brandes Emerging Mkts Eqty Port2 rows

+1 more fund on the tape

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

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Corporate and Taft-Hartley plans (Schedule C)

12 plans

Deseret Mutual Master Retirement Planplan years
Zoological Society of San Diego Restated Pension Plan for Union Employeesplan years
Modern Woodmen of America Employees' Retirement Planplan years

+9 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

10 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Dec 31, 2024	Deseret Mutual Master Retirement Plan	Brandes International Fundamentalcollective trust	Pooled vehicles	$12.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Modern Woodmen of America Employees' Retirement Plan	Brandes International Fundamentalcollective trust	Pooled vehicles	$9.9M held	Disclosed holding	askebsa.dol.gov
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

+7 more commitment rows

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

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

What changed

Dec 31, 2024Manager relationship endedinferenceHawaii Electricians Pension Plan
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
Dec 31, 2024Manager relationship endedinferenceLear Combined Pension Plan
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 Trust
Brandes 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

Across the graphs

Brandes Investment Partners,l.p. is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Capital chain

Brandes Investment Partners,l.p. sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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

+14 connections on the graph

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