Causeway Capital Management LLC's EIN is 95-4861680.
Download the official 2024 Form 5500 (PDF) for Causeway Capital Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Causeway Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | — | RECORDKEEPER | -$11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 21 Empower Trust Company, LLC Vanguard 500 Index Fund | Common Collective Trusts | — | — | $14.6M | 18.4% | |
| CAUSEWAY INTERNATIONAL VAL EQ CIT CAUSEWAY FUNDS · EIN 83-2733277 / PN 001 | Common Collective Trust | — | — | $9.8M | 12.4% | |
| 18 Empower Trust Company, LLC JP Morgan US Research Enhanced Equity Fund | Common Stocks | — | — | $5.0M | 6.3% | |
| 15 Empower Trust Company, LLC Fidelity Contrafund | Mutual Funds | — | — | $3.9M | 4.8% | |
| 27 Empower Trust Company, LLC Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.7M | 4.7% | |
| 16 Empower Trust Company, LLC Hotchkis and Wiley Value Opportunities Fund | Common Stocks | — | — | $3.7M | 4.7% | |
| 1 Empower Trust Company, LLC American Funds American Balanced Fund | Mutual Funds | — | — | $3.3M | 4.1% | |
| 26 Empower Trust Company, LLC Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.2M | 4.0% | |
| 10 * Empower Trust Company, LLC Causeway Global Value Fund | Common Stocks | — | — | $3.1M | 3.9% | |
| 25 Empower Trust Company, LLC Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.9M | 3.7% | |
| 35 * Empower Annuity Insurance Co. EI Fixed Account | Common Stocks | — | — | $2.9M | 3.7% | |
| CAUSEWAY EMERGING MKTS EQT CIT C1 3 CAUSEWAY FUNDS · EIN 85-0804588 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.0% | |
| 23 Empower Trust Company, LLC Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.1M | 2.6% | |
| 2 Empower Trust Company, LLC American Funds Bond Fund of America | Mutual Funds | — | — | $2.0M | 2.5% | |
| 28 Empower Trust Company, LLC Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.0M | 2.5% | |
| 8 Empower Trust Company, LLC American Funds Small Cap World Fund | Mutual Funds | — | — | $1.6M | 2.0% | |
| 6 Empower Trust Company, LLC American Funds New Perspective Fund | Mutual Funds | — | — | $1.6M | 2.0% | |
| 9 Empower Trust Company, LLC Blackrock High Yield Bond Portfolio | Common Stocks | — | — | $1.3M | 1.7% | |
| 12 * Empower Trust Company, LLC Causeway International Small Cap Fund | Common Stocks | — | — | $1.2M | 1.5% | |
| 4 Empower Trust Company, LLC American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.1M | 1.4% | |
| 30 Empower Trust Company, LLC Vanguard Target Retirement 2028 | Mutual Funds | — | — | $997K | 1.3% | |
| 32 Empower Trust Company, LLC Vanguard Total World Stock Index Fund | Common Collective Trusts | — | — | $884K | 1.1% | |
| 5 Empower Trust Company, LLC American Funds Interm Bond Fund of America | Mutual Funds | — | — | $858K | 1.1% | |
| 29 Empower Trust Company, LLC Vanguard Target Retirement 2055 | Mutual Funds | — | — | $729K | 0.9% | |
| 11 * Empower Trust Company, LLC Causeway International Opportunities Fund | Common Stocks | — | — | $663K | 0.8% | |
| 14 Empower Trust Company, LLC Fidelity Advisor Small Cap Growth Fund | Mutual Funds | — | — | $658K | 0.8% | |
| 22 Empower Trust Company, LLC Vanguard Target Retirement 2020 | Mutual Funds | — | — | $612K | 0.8% | |
| 3 Empower Trust Company, LLC American Funds Capital Income Builder Fund | Mutual Funds | — | — | $542K | 0.7% | |
| 17 Empower Trust Company, LLC JP Morgan Mid Cap Growth Fund | Common Stocks | — | — | $408K | 0.5% | |
| 31 Empower Trust Company, LLC Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $383K | 0.5% | |
| 19 Empower Trust Company, LLC MFS Mid Cap Value Fund | Mutual Funds | — | — | $347K | 0.4% | |
| 13 * Empower Trust Company, LLC Empower Small Cap Value Fund | Common Stocks | — | — | $318K | 0.4% | |
| 24 Empower Trust Company, LLC Vanguard Target Retirement 2030 | Mutual Funds | — | — | $240K | 0.3% | |
| 7 Empower Trust Company, LLC American Funds New World Fund | Mutual Funds | — | — | $152K | 0.2% | |
| 20 Empower Trust Company, LLC Neuberger Berman Large Cap Value Fund | Common Stocks | — | — | $116K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
