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 FUND5
MONDRIAN INTL EQUITY FD5
MONDRIAN INTL SMALL CAP EQTY3
MONDRIAN INTERNATIONAL EQUITY3
EMERGING MARKETS EQUITY FUND L P3
MONDRIAN INTERNATIONAL EQUITY FUND3
MONDRIAN FOCUSED EMERGING MKTS3
MONDRIAN INT L EQUITY FOCUSED FUND3
MONDRIAN ALL CNTRY WLD EX-US EQTYLP3
MONDRIAN GLOBAL FIXED INCOME FUND2
MONDRIAN INTL EQTY FOCUSED FUND2
MONDRIAN INT L SM CAP EQUITY FD2
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$171K
RICOH USA, INC.
RICOH DEFINED BENEFIT PLANS MASTER RETIREMENT TRUST
EXTON, PA
Other
NONE
$568.2M$18K
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