Original filing (PDF)20260603141801NAL0000153953001

Causeway Capital Management LLC

Name: Causeway Capital Management LLC — Causeway Capital, Form 5500 (2025)
Creator: Causeway Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Causeway Capital Management LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Causeway Capital Management LLC's Causeway Capital Management LLC 401(k) and Profit Sharing Plan held $100.3M in plan assets for 108 participants in 2025, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

108

Accounts w/ balance

132

Plan assets (EOY)

$100.3M

Net assets (EOY)

$100.3M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAUSEWAY CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

CAUSEWAY CAPITAL MANAGEMENT LLC

EIN

95-4861680all filings

Address

11111 SANTA MONICA BOULEVARD · 15TH FLOOR · LOS ANGELES, CA · 90025

Phone

(310) 231-6125

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$15K	—

Investments

2 pooled funds· $17.8M(18% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
CAUSEWAY INTERNATIONAL VAL EQ CIT CAUSEWAY FUNDS · EIN 83-2733277 / PN 001	Common Collective Trust	$14.6M	14.6%
CAUSEWAY EMERGING MKTS EQT CIT C1 3 CAUSEWAY FUNDS · EIN 85-0804588 / PN 001	Common Collective Trust	$3.2M	3.2%