Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Causeway in their Schedule of Assets, totaling $3.4M 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 | 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 | PARKER TRUTEC INCORPORATED |
SPRINGFIELD OH |
| 294 |
| $15.3M |
| $239K |
| 4 | HALL CONTRACTING OF KENTUCKY, INC. HALL CONTRACTING OF KENTUCKY, INC. HEALTH BENEFIT PLAN | LOUISVILLE KY | 155 | $623K | $8K |
| 5 | PW COMPANIES, LLC RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC | SANDY UT | 95 | $9.4M | $3K |
