Form 5500 Search

MONDRIAN INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
108
Active participants
915,975
Total plan assets
$678.6B
Filings (rows)
110
Direct comp
$40.2M
Indirect comp
$949K

SERVICES PROVIDED

Other99
Advisor / Consultant9

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
MONDRIAN ALL COUNTRIES WORLD EX-US14
MONDRIAN INTL EQUITY FD5
MONDRIAN INTL EQUITY FUND5
MONDRIAN ALL CNTRY WLD EX-US EQTYLP3
MONDRIAN INTL SMALL CAP EQTY3
EMERGING MARKETS EQUITY FUND L P3
MONDRIAN INTERNATIONAL EQUITY FUND3
MONDRIAN FOCUSED EMERGING MKTS3
MONDRIAN INT L EQUITY FOCUSED FUND3
MONDRIAN INTERNATIONAL EQUITY3
MONDRIAN INT L SM CAP EQUITY FD2
MONDRIAN INTL EQTY FOCUSED FUND2
MONDRIAN GLOBAL FIXED INCOME FUND2
MONDRIAN EMERGING MKS DEBT FUND1
MONDRIAN INTERNATIONAL SMALL CAP1
JPMCB SPECIAL SITUATION FUND1
MONDRIAN INTL SMALL CAP EQUITY FUND1
ALL COUNTRIES WORLD EX-US CHINA HK1
MONDRIAN INTERNATIONAL SML CAP EQTY1

Top plans served

Showing top 110 of 108 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$44.6B$886K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$41.1B$590K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$36.7B$451K
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
BASKING RIDGE, NJ
Other
NONE
$33.3B$752K
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$32.9B$586K
AT&T INC.
SBC MASTER PENSION TRUST
DALLAS, TX
Other
NONE
$30.6B$176K
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.3B$419K
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
RIVERSIDE, RI
Other
NONE
53,831$19.2B$1.3M
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
RIVERSIDE, RI
Other
NONE
51,062$19.0B$1.4M
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
RIVERSIDE, RI
Other
NONE
56,219$18.8B$1.2M
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
83,812$16.3B$649K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
78,270$16.1B$540K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$2.8M
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$2.7M
GE HEALTHCARE TECHNOLOGIES INC.
GE HEALTHCARE PENSION MASTER TRUST
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$15.0B$77K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$2.9M
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
90,644$14.8B$620K
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.6B$1.0M
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.3B$1.1M
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
28,308$11.2B$604K
PFIZER INC
MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY
PEAPACK, NJ
Other
INV. MGMT
$10.8B$1.2M
PFIZER INC
MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY
NEW YORK, NY
Other
INV. MGMT
$10.8B$401K
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$10.5B$1.1M
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
27,434$10.4B$583K
PFIZER INC
MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY
NEW YORK, NY
Other
INV. MGMT
$9.8B$356K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
SAN FRANCISCO, CA
Other
NONE
53,528$8.8B$451K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
SAN FRANCISCO, CA
Other
NONE
46,875$8.8B$424K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
MINNEAPOLIS, MN
Other
NONE
40,642$8.3B$426K
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
SALT LAKE CITY, UT
Other
NA
11,210$7.8B$417K
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
SALT LAKE CITY, UT
Other
NA
10,478$7.7B$32K
INTERNATIONAL PAPER COMPANY
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
MEMPHIS, TN
Other
NONE
$7.4B$422K
HUNTINGTON INGALLS INDUSTRIES, INC.
NEW SHIPS, INC. PENSION MASTER TRUST
NEWPORT NEWS, VA
Other
NONE
$7.2B$1.6M
INTERNATIONAL PAPER COMPANY
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
MEMPHIS, TN
Other
NONE
$7.2B$555K
HUNTINGTON INGALLS INDUSTRIES, INC.
NEW SHIPS, INC. PENSION MASTER TRUST
NEWPORT NEWS, VA
Other
NONE
$7.0B$1.8M
HUNTINGTON INGALLS INDUSTRIES, INC.
NEW SHIPS, INC. PENSION MASTER TRUST
NEWPORT NEWS, VA
Other
NONE
$6.9B$1.7M
INTERNATIONAL PAPER COMPANY
THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT
MEMPHIS, TN
Other
NONE
$6.4B$433K
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE RETIREMENT PLAN MASTER TRUST
HARTFORD, CT
Other
NONE
0$6.3B$402K
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE RETIREMENT PLAN MASTER TRUST
HARTFORD, CT
Other
NONE
0$6.1B$164K
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
GLENDALE, AZ
Other
NONE
$6.0B$0
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE RETIREMENT PLAN MASTER TRUST
HARTFORD, CT
Other
NONE
0$6.0B$79K
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
GLENDALE, AZ
Other
NONE
$5.7B$0
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
RESTON, VA
Other
NONE
$5.1B$0
NATIONAL GRID USA SERVICE COMPANY, INC.
KEYSPAN CORPORATION PENSION MASTER TRUST
BROOKLYN, NY
Other
NONE
$4.6B$257K
SOUTHERN CALIFORNIA EDISON COMPANY
THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT MANAGEMENT
9,551$4.5B$51K
NATIONAL GRID USA SERVICE COMPANY, INC.
KEYSPAN CORPORATION PENSION MASTER TRUST
BROOKLYN, NY
Other
NONE
$4.1B$114K
WESTROCK COMPANY
WESTROCK COMPANY CONSOLIDATED PENSION PLAN
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGEMENT
11,262$4.0B$303K
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
NEW YORK, NY
Other
NONE
5,502$3.6B$1.1M
ERNST & YOUNG U.S. LLP
ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLAN
SECAUCUS, NJ
Other
FUND MANAGER
0$3.4B$236K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN
SECAUCUS, NJ
Other
FUND MANAGER
3,712$3.0B$51K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN
SECAUCUS, NJ
Other
FUND MANAGER
3,910$3.0B$28K
CONAGRA BRANDS, INC.
CONAGRA FOODS MASTER PENSION TRUST
CHICAGO, IL
Other
NA
$2.8B$143K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLAN
SECAUCUS, NJ
Other
FUND MANAGER
1,424$2.5B$81K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLAN
SECAUCUS, NJ
Other
FUND MANAGER
1,666$2.5B$28K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN
SECAUCUS, NJ
Other
FUND MANAGER
44,043$2.4B$74K
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLAN
LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN
ATLANTA, GA
Other
5,733$2.4B$341K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN
SECAUCUS, NJ
Other
FUND MANAGER
43,293$2.3B$24K
ERNST & YOUNG U.S. LLP
ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLAN
SECAUCUS, NJ
Other
FUND MANAGER
0$2.2B$167K
NATIONAL GRID USA SERVICE COMPANY, INC.
NATIONAL GRID USA COMPANIES FINAL AVERAGE PAY PENSION PLAN
BROOKLYN, NY
Other
NONE
1,784$2.1B$123K
NATIONAL GRID USA SERVICE COMPANY, INC.
NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL
BROOKLYN, NY
Other
NONE
5,050$1.2B$10K
NATIONAL GRID USA SERVICE COMPANY, INC.
NIAGARA MOHAWK PENSION PLAN
BROOKLYN, NY
Other
NONE
3,627$1.2B$44K
NATIONAL GRID USA SERVICE COMPANY, INC.
NIAGARA MOHAWK PENSION PLAN
BROOKLYN, NY
Other
NONE
3,577$1.2B$95K
NATIONAL GRID USA SERVICE COMPANY, INC.
NIAGARA MOHAWK PENSION PLAN
BROOKLYN, NY
Other
NONE
3,648$1.1B$111K
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
NEW YORK, NY
Other
NONE
4,727$1.1B$259K
NATIONAL GRID USA SERVICE COMPANY, INC.
NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL
BROOKLYN, NY
Other
NONE
0$1.1B$111K
NATIONAL GRID USA SERVICE COMPANY, INC.
KEYSPAN CORPORATION UNION VEBA MASTER TRUST
BROOKLYN, NY
Other
NONE
$1.1B$10K
NATIONAL GRID USA SERVICE COMPANY, INC.
KEYSPAN CORPORATION UNION VEBA MASTER TRUST
BROOKLYN, NY
Other
NONE
$1.0B$109K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
24,907$950.7M$82K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
4,345$699.0M$59K
TRUSTEES OF THE SMART LOCAL 265 PENSION FUND
SMART LOCAL 265 PENSION FUND
DOWNERS GROVE, IL
Other
NONE
1,234$607.5M$152K
AVISTA CORPORATION
RETIREMENT PLAN FOR EMPLOYEES OF THE AVISTA CORPORATION
SPOKANE, WA
Other
N/A
1,170$598.0M$138K
RICOH USA, INC.
RICOH DEFINED BENEFIT PLANS MASTER RETIREMENT TRUST
EXTON, PA
Other
NONE
$568.2M$18K
RICOH USA, INC.
RICOH DEFINED BENEFIT PLANS MASTER RETIREMENT TRUST
EXTON, PA
Other
NONE
$568.2M$171K
AVISTA CORPORATION
RETIREMENT PLAN FOR EMPLOYEES OF THE AVISTA CORPORATION
SPOKANE, WA
Other
N/A
1,157$547.5M$141K
RICOH USA, INC.
RICOH DEFINED BENEFIT PLANS MASTER RETIREMENT TRUST
EXTON, PA
Other
NONE
$535.4M$276K
RICOH USA, INC.
RICOH DEFINED BENEFIT PLANS MASTER RETIREMENT TRUST
EXTON, PA
Other
NONE
$535.4M$27K
RICOH USA, INC.
RICOH DEFINED BENEFIT PLANS MASTER RETIREMENT TRUST
EXTON, PA
Other
NONE
$408.7M$138K
RICOH USA, INC.
IKON OFFICE SOLUTIONS, INC. PENSION PLAN
EXTON, PA
Other
NONE
2,708$399.3M$126K
AMPHENOL CORPORATION & AFFILIATED COMPANIES
AMPHENOL CORPORATION MASTER TRUST
WALLINGFORD, CT
Advisor / Consultant
INVESTMENT MANAGER
$395.9M$154K
AMPHENOL CORPORATION & AFFILIATED COMPANIES
AMPHENOL CORPORATION MASTER TRUST
WALLINGFORD, CT
Advisor / Consultant
INVESTMENT MANAGER
$389.1M$157K
RICOH USA, INC.
IKON OFFICE SOLUTIONS, INC. PENSION PLAN
EXTON, PA
Other
NONE
2,452$385.4M$85K
RICOH USA, INC.
IKON OFFICE SOLUTIONS, INC. PENSION PLAN
EXTON, PA
Other
NONE
2,962$371.9M$184K
AMPHENOL CORPORATION & AFFILIATED COMPANIES
AMPHENOL CORPORATION MASTER TRUST
WALLINGFORD, CT
Advisor / Consultant
INVESTMENT MANAGER
$358.6M$68K
NATIONAL GRID USA SERVICE COMPANY, INC.
NATIONAL GRID USA COMPANIES' RETIREES HEALTH AND LIFE INSURANCE PLAN II
BROOKLYN, NY
Other
NONE
0$328.9M$46K
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION
CBERA PLAN C
NORWOOD, MA
Other
INVESTMENT MGMT
449$298.7M$118K
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION
CBERA PLAN C
NORWOOD, MA
Other
INVESTMENT MGMT
567$286.4M$115K
EDGEWELL PERSONAL CARE COMPANY
EDGEWELL PERSONAL CARE COMPANY RETIREMENT PLANS MASTER TRUST
SHELTON, CT
Other
NONE
$255.5M$52K
SAPPI NORTH AMERICA, INC.
S.D. WARREN COMPANY EMPLOYEES RETIREMENT PLAN TRUST
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
$173.4M$32K
STAR TRIBUNE MEDIA COMPANY LLC, C/O HR
STAR TRIBUNE RETIREMENT PLANS MASTER TRUST
MINNEAPOLIS, MN
Other
NONE
$170.6M$47K
RICOH USA, INC.
RICOH FAMILY GROUP PENSION EQUITY PLAN
EXTON, PA
Other
NONE
1,137$165.8M$53K
RICOH USA, INC.
RICOH FAMILY GROUP PENSION EQUITY PLAN
EXTON, PA
Other
NONE
1,239$160.4M$79K
RICOH USA, INC.
RICOH FAMILY GROUP PENSION EQUITY PLAN
EXTON, PA
Other
NONE
1,003$156.7M$35K
CARE NEW ENGLAND
CARE NEW ENGLAND PENSION PLAN
PROVIDENCE, RI
Other
NONE
1,851$137.2M$56K
CARE NEW ENGLAND
CARE NEW ENGLAND PENSION PLAN
PAWTUCKET, RI
Other
NONE
1,668$136.5M$37K
CARE NEW ENGLAND
CARE NEW ENGLAND PENSION PLAN
PROVIDENCE, RI
Other
NONE
1,647$135.7M$9K
SECURA INSURANCE, A MUTUAL COMPANY
SECURA EMPLOYEES' PENSION PLAN
NEENAH, WI
Other
NONE
159$134.1M$94K
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATION
CBERA PLAN C
NORWOOD, MA
Other
INVESTMENT MGMT
350$130.0M$68K
SECURA INSURANCE, A MUTUAL COMPANY
SECURA EMPLOYEES' PENSION PLAN
NEENAH, WI
Other
NONE
139$90.6M$18K
SECURA INSURANCE, A MUTUAL COMPANY
SECURA EMPLOYEES' PENSION PLAN
NEENAH, WI
Other
NONE
149$88.9M$68K
CARE NEW ENGLAND
THE MEMORIAL HOSPITAL DEFINED BENEFIT PENSION PLAN AND TRUST
PAWTUCKET, RI
Other
NONE
167$85.2M$40K
CARE NEW ENGLAND
THE MEMORIAL HOSPITAL DEFINED BENEFIT PENSION PLAN AND TRUST
PAWTUCKET, RI
Other
NONE
144$84.5M$39K
CARE NEW ENGLAND
THE MEMORIAL HOSPITAL DEFINED BENEFIT PENSION PLAN AND TRUST
PAWTUCKET, RI
Other
NONE
137$84.1M$9K
STAR TRIBUNE MEDIA COMPANY LLC
STAR TRIBUNE RETIREMENT PLAN O
MINNEAPOLIS, MN
Other
NONE
81$79.3M$22K
SAPPI NORTH AMERICA, INC.
SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES
BOSTON, MA
Advisor / Consultant
INVESTMENT MANAGER
239$79.0M$8K
INSTITUTION FOR SAVINGS IN NEWBURYPORT
THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT
NEWBURYPORT, MA
Other
INVESTMENT MGMT
161$65.3M$24K
INSTITUTION FOR SAVINGS IN NEWBURYPORT
THE DEFINED BENEFIT PLAN OF THE INSTITUTION FOR SAVINGS IN NEWBURYPORT
NEWBURYPORT, MA
Other
INVESTMENT MGMT
152$49.6M$13K
STAR TRIBUNE MEDIA COMPANY LLC
STAR TRIBUNE RETIREMENT PLAN G
MINNEAPOLIS, MN
Other
NONE
115$46.4M$13K
STAR TRIBUNE MEDIA COMPANY LLC
STAR TRIBUNE RETIREMENT PLAN A
MINNEAPOLIS, MN
Other
NONE
74$44.9M$12K
WINTER HAVEN HOSPITAL, INC.
WINTER HAVEN HOSPITAL PENSION PLAN
WINTER HAVEN, FL
Other
NONE
533$31.1M$4K
WINTER HAVEN HOSPITAL, INC.
WINTER HAVEN HOSPITAL PENSION PLAN
WINTER HAVEN, FL
Other
NONE
564$28.3M$5K
ADAMS COMMUNITY BANK
THE DEFINED BENEFIT PLAN OF ADAMS COMMUNITY BANK
ADAMS, MA
Other
INVESTMENT MGMT
102$24.0M$9K
MONDRIAN INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search