Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Causeway Causeway International Value Instl in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARGENT FINANCIAL GROUP, INC. ARGENT FINANCIAL GROUP 401(K) PLAN | RUSTON LA | 505 | $76.0M | $556K |
| 2 | CASTLELAKE, LP CASTLELAKE, LP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 162 | $43.9M | $416K |
| 3 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN |
MCLEAN VA |
| 325 |
| $34.3M |
| $223K |
| 4 | DIRECT DISTRIBUTORS, INC. DIRECT DISTRIBUTORS, INC. 401(K) PLAN | GARNER NC | 280 | $11.9M | $25K |
