Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Causeway International Value Instl in their Schedule of Assets, totaling $9.2M 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 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $3.0M |
| 2 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $2.5M |
| 3 | BOYER & RITTER CPAS |
CAMP HILL PA |
| 120 |
| $52.3M |
| $2.1M |
| 4 | JSB MANAGEMENT COMPANY CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN | SEVIERVILLE TN | 989 | $29.7M | $1.3M |
| 5 | MPI INCORPORATED MPI INCORPORATED 401(K) PLAN | POUGHKEEPSIE NY | 87 | $10.0M | $182K |
| 6 | TAN HOLDINGS CORPORATION TAN HOLDINGS CORPORATION 401(K) PROFIT SHARING PLAN | SAIPAN MP | 474 | $17.3M | $62K |
| 7 | ACME GROUP HOLDING COMPANY, INC. ACME GROUP HOLDING 401(K) PLAN | ST. LOUIS MO | 823 | $9.5M | $41K |
| 8 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $23K |
