Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Causeway International Value Fund Class Investor Mutual funds in their Schedule of Assets, totaling $6.2M 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 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $6.1M |
| 2 | AETHON ENERGY OPERATING LLC AETHON ENERGY OPERATING LLC EMPLOYEE SAVINGS PLAN | DALLAS TX | 327 | $46.8M | $55K |
