Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Causeway/Barrow Hanley Overseas Separate Account in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDEPENDENCE BANCSHARES, INC. INDEPENDENCE BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) | OWENSBORO KY | 417 | $87.0M | $902K |
| 2 | DM GROUP, INC. DM GROUP, INC. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 92 | $11.9M | $708K |
| 3 | WB ENGINEERS + CONSULTANTS INC. |
NEW YORK NY |
| 168 |
| $60.9M |
| $70K |
| 4 | DMI COMPANIES, INC. DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN | CHARLEROI PA | 161 | $29.9M | $46K |
| 5 | BEACH FRONT PROPERTY MANAGEMENT, INC. BEACH FRONT PROPERTY MANAGEMENT 401(K) PLAN | LONG BEACH CA | 269 | $1.1M | $3K |
