Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BERKELEY GROUP HOLDINGS/THE COMMON STOCK in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $2.9M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES CA | — | $198.0M | $1.4M |
