MONDRIAN INVESTMENT GROUP
52 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-5 YoYRank #723 of mapped providers
Assets under administration$79.5B0.1%Market share · rank #151
Fees received$7MMedian $74,008/planSum across Schedule C direct + indirect
Net wins YoY-52 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MONDRIAN INVESTMENT GROUP plan look like?
Service mix · median fees per plan
Count of plans where MONDRIAN INVESTMENT GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 16 | $118,436 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 3 | $74,008 | |
Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $8,597 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $17,893 |
Competitor overlap
Percent of MONDRIAN INVESTMENT GROUP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MONDRIAN INVESTMENT GROUP.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | MESIROW FINANCIAL INVESTMENT MANAGE | $2.4B |
Plans lost in 2024
Appeared last year under MONDRIAN INVESTMENT GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | MERCER | $7.7B |
WESTROCK COMPANYGA · 473335141-027 | MORGAN STANLEY SMITH BARNEY | $4.0B |
ERNST & YOUNG U.S. LLPNJ · 346565596-114 | LEGAL & GENERAL INVESTMENT | $2.2B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | MORGAN STANLEY SMITH BARNEY | $2.1B |
MUFG BANK, LTD.NY · 135611741-016 | MORGAN STANLEY SMITH BARNEY | $1.1B |
AVISTA CORPORATIONWA · 910462470-001 | JPMORGANCHASE BANK, NA REAL ESTATE | $598M |
INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATIONDC · 526061995-001 | MOONEY, GREEN, SAINDON, MURPHY & WE | $114M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $1M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $539,808 | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $3M | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $426,341 | 10y | - |
FARMERS GROUP, INC.CA · 950725935-002 | $5.0B | 28,962 | $809,510 | 10y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-113 | $3.0B | 3,767 | $51,200 | 6y | - |
FARMERS GROUP, INC.CA · 950725935-001 | $2.6B | 26,894 | $251,614 | 6y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-001 | $2.5B | 3,902 | $80,824 | 4y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-111 | $2.4B | 46,245 | $74,008 | 4y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $340,550 | 1y | - |
Flag exposure
95.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (52)
Raw Schedule C names collapsed into MONDRIAN INVESTMENT GROUP.
- MONDRAIN
- MONDRAIN INVESTMENT PARTNERS
- MONDRIAN
- MONDRIAN EQUITY FUND LP
- MONDRIAN EX-US EQUITY FUND, LP
- MONDRIAN GLOBAL
- MONDRIAN GLOBAL ALL COUNTRIES WORLD
- MONDRIAN GLOBAL EQUITY FUND LP
- MONDRIAN INT EQUITY FUND LP
- MONDRIAN INTERNATIONAL
- MONDRIAN INTERNATIONAL PARTNERS
- MONDRIAN INTL
- MONDRIAN INV. GROUP (U.S.), INC.
- MONDRIAN INVEST. GROUP (U.S.) INC.
- MONDRIAN INVESTMENT
- MONDRIAN INVESTMENT GROUP
- MONDRIAN INVESTMENT GROUP (U.S.)
- MONDRIAN INVESTMENT GROUP (U.S.), I
- MONDRIAN INVESTMENT GROUP (U.S.)INC
- MONDRIAN INVESTMENT GROUP (US)
- MONDRIAN INVESTMENT GROUP (US) INC
- MONDRIAN INVESTMENT GROUP (US) INC.
- MONDRIAN INVESTMENT GROUP (US), INC
- MONDRIAN INVESTMENT GROUP INC
- MONDRIAN INVESTMENT GROUP INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MONDRIAN INVESTMENT GROUP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MONDRIAN INVESTMENT GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent