Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Causeway in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DIVERSIFIED TRUST COMPANY, INC. DIVERSIFIED TRUST COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MEMPHIS TN | 112 | $44.6M | $2.6M |
| 2 | TAMARACK MANAGEMENT INC. TAMARACK MANAGEMENT INC. PENSION PLAN | MISSOULA MT | 139 | $10.8M | $515K |
| 3 | SUSQUEHANNA UNIVERSITY |
SELINSGROVE PA |
| 507 |
| $158.6M |
| $494K |
| 4 | PARKER TRUTEC INCORPORATED PARKER TRUTEC INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST | SPRINGFIELD OH | 294 | $15.3M | $239K |
| 5 | HALL CONTRACTING OF KENTUCKY, INC. HALL CONTRACTING OF KENTUCKY, INC. HEALTH BENEFIT PLAN | LOUISVILLE KY | 155 | $623K | $8K |
| 6 | PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY UT | 95 | $9.4M | $3K |
