Who uses Causeway Capital Management LLC?

18 retirement plans list Causeway Capital Management LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jpmorgan Chase Bank, National Association, Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Mars, Incorporated and Ameren Corporation. Most client plans are sponsored in NJ, NY and PA.

How many plans does Causeway Capital Management LLC serve?

Causeway Capital Management LLC serves 18 retirement plans with $122.1B in plan assets and 1,026,496 participants, based on the latest Form 5500 filings through 2024.

What does Causeway Capital Management LLC charge?

Plans reported $5.7M in total Schedule C compensation paid to Causeway Capital Management LLC. The median plan paid $139K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Causeway Capital Management LLC

Matched across 10 name variants in the filings

Causeway Capital Management LLC summary

Causeway Capital Management LLC appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $122.1B in assets for 1,026,496 participants. The median client plan holds $1.7B. Most client plans are sponsored in NJ, NY and PA. The largest clients by plan assets are Jpmorgan Chase Bank, National Association and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $5.7M in direct and indirect compensation paid to Causeway Capital Management LLC. The median is $139K per plan.

Participants: 1,026,496
Median plan assets: $1.7B
Median plan participants: 12,363
Median fees per plan: $139K; Schedule C direct + indirect

Top 18 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Jpmorgan Chase Bank, National Association, plan 002	NJ	$62.1B	301,188
Board of Trustees of 1199SEIU Health Care Employees Pension Fund	NY	$19.0B	301,189
Jpmorgan Chase Bank, National Association, plan 001	NJ	$17.2B	193,210
Mars, Incorporated	NJ	$5.3B	26,284
Ameren Corporation	MO	$4.8B	19,176
Danaher Corporation	DC	$2.0B	20,142
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F	PA	$1.9B	4,174
Rockwell Automation, Inc.	WI	$1.8B	14,203
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
Board of Trustees, Sheet Metal Workers' Pension Plan	CA	$1.6B	11,699
Construction Laborers Pension Trust of Greater St. Louis Trustees	MO	$1.2B	8,261
Board of Trustees Local 580 Pension Fund	NY	$1.1B	3,271
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees	NJ	$807M	4,348
Board of Trustees of Steamfitters Local Union No. 420 Pension Plan	PA	$724M	5,302
Board of Trustees of the 1199SEIU Home Care Employees Pension Fund	NY	$569M	98,110
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund	MI	$166M	1,621
Amalgamated Transit Union	MD	$96.5M	178
Iron Workers Local 404	PA	$75.5M	1,114

Jpmorgan Chase Bank, National Association, plan 002$62.1B
NJParticipants 301,188
Board of Trustees of 1199SEIU Health Care Employees Pension Fund$19.0B
NYParticipants 301,189
Jpmorgan Chase Bank, National Association, plan 001$17.2B
NJParticipants 193,210
Mars, Incorporated$5.3B
NJParticipants 26,284
Ameren Corporation$4.8B
MOParticipants 19,176
Danaher Corporation$2.0B
DCParticipants 20,142
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F$1.9B
PAParticipants 4,174
Rockwell Automation, Inc.$1.8B
WIParticipants 14,203
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
Board of Trustees, Sheet Metal Workers' Pension Plan$1.6B
CAParticipants 11,699
Construction Laborers Pension Trust of Greater St. Louis Trustees$1.2B
MOParticipants 8,261
Board of Trustees Local 580 Pension Fund$1.1B
NYParticipants 3,271
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees$807M
NJParticipants 4,348
Board of Trustees of Steamfitters Local Union No. 420 Pension Plan$724M
PAParticipants 5,302
Board of Trustees of the 1199SEIU Home Care Employees Pension Fund$569M
NYParticipants 98,110
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund$166M
MIParticipants 1,621
Amalgamated Transit Union$96.5M
MDParticipants 178
Iron Workers Local 404$75.5M
PAParticipants 1,114

Top client states

NJ4 plans
NY3 plans
PA3 plans
CA2 plans
MO2 plans

Frequently asked questions

Who uses Causeway Capital Management LLC?: 18 retirement plans list Causeway Capital Management LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jpmorgan Chase Bank, National Association, Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Mars, Incorporated and Ameren Corporation. Most client plans are sponsored in NJ, NY and PA.
How many plans does Causeway Capital Management LLC serve?: Causeway Capital Management LLC serves 18 retirement plans with $122.1B in plan assets and 1,026,496 participants, based on the latest Form 5500 filings through 2024.
What does Causeway Capital Management LLC charge?: Plans reported $5.7M in total Schedule C compensation paid to Causeway Capital Management LLC. The median plan paid $139K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served18+4 YoYRank #985 of mapped providers

Assets under administration$122.1B0.1%Rank #122 by share of filed assets

Fees received$6MMedian $139,081/planSum across Schedule C direct + indirect

Net wins YoY+12 won - 1 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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