CAUSEWAY CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
61
Active participants
1,238,760
Total plan assets
$403.7B
Filings (rows)
61
Direct comp
$31.8M
Indirect comp
$3.9M
Aggregating 2 name variants under "CAUSEWAY CAPITAL"
SERVICES PROVIDED
Other58
Advisor / Consultant3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CAUSEWAY INT; VALUE GROUP | 3 |
| CAUSEWAY INTL OPPORTUN GROUP TRUST | 3 |
| CAUSEWAY COLLECTIVE INVESTMENT TRUS | 3 |
| CAUSEWAY MULTI-FUND | 3 |
| CAUSEWAY INTL VALUE EQUITY CIT | 3 |
| CAUSEWAY INTERNATIONAL VALUE GROUP | 3 |
| CAUSEWAY EMERGING MKTS EQT CIT CL 2 | 2 |
| CAUSEWAY INTL VAL EQ CIT CL 1 | 2 |
| INTERNATIONAL VALUE INSTITUTIONAL | 2 |
| CF CAUSEWAY INTL OPPORT GROUP TRUST | 2 |
| CAUSWAY INTERNATIONAL VALUE EQUITY | 2 |
| CAUSEWAY CAUSEWAY INTERNATIONAL VAL | 1 |
| CAUSEWAY EMERGING MKTS EQ CIT CL 2 | 1 |
| CAUSEWAY INTERNATIONAL VALUE GRP TR | 1 |
| INTERNATIONAL OPPORTUNITIES | 1 |
| CAUSEWAY INT L OPPORTUNITIES TRUST | 1 |
| CAUSEWAY INTERNATIONAL OPPORTUNITIE | 1 |
| CAUSEWAY INTERNATIONAL VALUE EQUITY | 1 |
Top plans served
All 61 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY, NJ | Other NONE | 185,310 | $52.9B | $1.5M |
| LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $47.8B | $130K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY, NJ | Other NONE | 185,180 | $44.6B | $1.4M |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY, NJ | Other NONE | 176,168 | $36.8B | $1.2M |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Advisor / Consultant INVESTMENT MANAGEMENT | — | $24.9B | $164K |
| BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 115,036 | $16.9B | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 83,812 | $16.3B | $370K |
| BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 111,833 | $16.2B | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 78,270 | $16.1B | $387K |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE RETIREMENT PLAN | JERSEY CITY, NJ | Other NONE | 90,644 | $14.8B | $315K |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Other NONE | 0 | $12.6B | $1.3M |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $12.5B | $732K |
| AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH, TX | Other NONE | 0 | $12.0B | $1.2M |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other NONE | 8,869 | $5.3B | $0 |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other NONE | 8,193 | $5.1B | $0 |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,113 | $4.8B | $1.2M |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,543 | $4.7B | $1.1M |
| AMEREN CORPORATION AMEREN RETIREMENT PLAN | ST. LOUIS, MO | Other NONE | 9,436 | $4.4B | $1.2M |
| EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO RETIREMENT MASTER TRUST | SAINT LOUIS, MO | Other NONE | — | $4.3B | $352K |
| EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO RETIREMENT MASTER TRUST | SAINT LOUIS, MO | Other NONE | — | $3.8B | $532K |
| SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PENSION TRUST | HOUSTON, TX | Other NONE | — | $3.8B | $50K |
| EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO RETIREMENT MASTER TRUST | SAINT LOUIS, MO | Other NONE | — | $3.8B | $462K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $2.5B | $877K |
| ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE, WI | Other NONE | 2,136 | $2.1B | $497K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $1.9B | $806K |
| DANAHER CORPORATION DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN | WASHINGTON, DC | Other NONE | 2,355 | $1.9B | $783K |
| DANAHER CORPORATION DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN | WASHINGTON, DC | Other NONE | 2,599 | $1.9B | $720K |
| DANAHER CORPORATION DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN | WASHINGTON, DC | Other NONE | 3,354 | $1.8B | $677K |
| ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE, WI | Other NONE | 1,841 | $1.8B | $290K |
| ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS, TX | Other INV MGMT | 4,198 | $1.8B | $244K |
| ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE, WI | Other NONE | 2,001 | $1.8B | $318K |
| SHEET METAL WORKERS PENSION TRUST SHEET METAL WORKERS PENSION PLAN OF NORTHERN CALIFORNIA | LIVERMORE, CA | Other NONE | 5,187 | $1.6B | $60K |
| SHEET METAL WORKERS PENSION TRUST SHEET METAL WORKERS PENSION PLAN OF NORTHERN CALIFORNIA | LIVERMORE, CA | Other NONE | 5,468 | $1.5B | $349K |
| UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL, PA | Other NONE | — | $1.4B | $530K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,519 | $1.4B | $88K |
| SHEET METAL WORKERS PENSION TRUST SHEET METAL WORKERS PENSION PLAN OF NORTHERN CALIFORNIA | LIVERMORE, CA | Other NONE | 5,496 | $1.4B | $194K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,402 | $1.3B | $100K |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Other NONE | — | $1.3B | $149K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH, CA | Other NONE | 5,299 | $1.2B | $85K |
| CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. | ST LOUIS, MO | Other NONE | 3,672 | $1.2B | $384K |
| CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. | ST LOUIS, MO | Other NONE | 3,608 | $1.1B | $334K |
| CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. | ST LOUIS, MO | Other NONE | 3,491 | $1.0B | $304K |
| HARBOR CAPITAL ADVISORS, INC. HARBOR CAPITAL GROUP TRUST FOR DEFINED BENEFIT PLANS | CHICAGO, IL | Other NONE | — | $991.7M | $39K |
| BOARD OF TRUSTEES LOCAL 580 PENSION FUND LOCAL 580 PENSION FUND | NEW YORK, NY | Other NONE | 1,429 | $952.6M | $104K |
| BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 2,425 | $644.1M | $152K |
| BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUND 1199SEIU HOME CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 31,389 | $569.2M | — |
| BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUND 1199SEIU HOME CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 32,875 | $554.0M | $0 |
| BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUND 1199SEIU HOME CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 34,420 | $498.0M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other FUND SPONSOR | — | $447.4M | $2.1M |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other FUND SPONSOR | — | $424.2M | $2.1M |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other FUND SPONSOR | — | $354.0M | $1.3M |
| JACK IN THE BOX INC. JACK IN THE BOX INC. RETIREMENT PLAN | SAN DIEGO, CA | Other INVESTMENT MGMT | 724 | $311.7M | $240K |
| JACK IN THE BOX INC. JACK IN THE BOX INC. RETIREMENT PLAN | SAN DIEGO, CA | Other INVESTMENT MGMT | 659 | $297.2M | $99K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other FUND SPONSOR | — | $208.6M | $931K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other FUND SPONSOR | — | $198.0M | $1.0M |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY, MI | Other NONE | 608 | $166.4M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other FUND SPONSOR | — | $164.7M | $886K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY, MI | Other NONE | 608 | $160.0M | $0 |
| BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY, MI | Other NONE | 590 | $145.9M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - EMERGING MARKETS EQUITY SERIES A | LOS ANGELES, CA | Other FUND SPONSOR | — | $22.9M | $185K |
| HALLIBURTON COMPANY CAUSEWAY-UNIT 10 HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON, TX | Other NONE | — | $0 | $1.3M |