Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Causeway International Value Instl. Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | KSM BUSINESS SERVICES, INC. KSM BUSINESS SERVICES, INC. 401(K) PLAN | INDIANAPOLIS IN | 728 | $105.5M | $1.3M |
| 2 | MEDIC, INC. MEDIC, INC. 401(K) PLAN | KNOXVILLE TN | 133 | $10.3M | $399K |
| 3 | AESSEAL INC. AESSEAL, INC. 401(K) RETIREMENT PLAN |
| 158 |
| $12.1M |
| $365K |
| 4 | AVERTIUM, LLC AVERTIUM, LLC 401(K) PLAN | NASHVILLE TN | 125 | $13.3M | $323K |
| 5 | YOUTH DEVELOPMENT, INC. SECTION 403(B) RETIREMENT PLAN FOR YOUTH DEVELOPMENT, INC. | ALBUQUERQUE NM | 551 | $16.4M | $245K |
| 6 | WEIGEL STORES, INC. WEIGEL STORES, INC. PROFIT SHARING 401(K) PLAN | POWELL TN | 2,303 | $5.7M | $9K |
| 7 | GRG ENTERPRISES, LLC GRG ENTERPRISES, LLC 401(K) PLAN | WHITEFISH MT | 329 | $6.9M | $3K |
