CAUSEWAY CAPITAL MANAGEMENT LLC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-1 YoYRank #908 of mapped providers
Assets under administration$108.0B0.1%Market share · rank #125
Fees received$5MMedian $116,716/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CAUSEWAY CAPITAL MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where CAUSEWAY CAPITAL MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Non-monetary compensationCode 28 | 12 | $206,391 | |
Investment management fees paid indirectly by planCode 52 | 3 | $0 | |
Investment advisory (plan); Investment managementCode 27 | 1 | $151,641 | |
Investment management fees paid directly by planCode 51 | 1 | $14,423 |
Competitor overlap
Percent of CAUSEWAY CAPITAL MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CAUSEWAY CAPITAL MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001 | SEAN M BOYLE CONSULTING INC | $953M |
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001 | FOUNDRY PARTNERS | $644M |
Plans lost in 2024
Appeared last year under CAUSEWAY CAPITAL MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JACK IN THE BOX INC.CA · 952698708-001 | AON CONSULTING | $297M |
SIMPSON THACHER & BARTLETT LLPNY · 135395280-001 | (new plan) | $52M |
GROUNDSWELLVA · 200318030-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $28M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $1M | 10y | 2 |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $386,965 | 9y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $116,716 | 3y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $1M | 10y | - |
DANAHER CORPORATIONDC · 591995548-003 | $1.9B | 21,071 | $783,436 | 10y | - |
ROCKWELL AUTOMATION, INC.WI · 251797617-002 | $1.8B | 14,801 | $289,889 | 10y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $122,892 | 3y | 1 |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $59,523 | 6y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $87,889 | 4y | - |
Flag exposure
94.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (18)
Raw Schedule C names collapsed into CAUSEWAY CAPITAL MANAGEMENT LLC.
- CAUSEWAY
- CAUSEWAY CAPITAL LLC
- CAUSEWAY CAPITAL MANAGEMENT
- CAUSEWAY CAPITAL MANAGEMENT CO
- CAUSEWAY CAPITAL MANAGEMENT LLC
- CAUSEWAY CAPITAL MANAGEMENT, LLC
- CAUSEWAY CAPITAL MGMT
- CAUSEWAY CAPITAL MGMT LLC
- CAUSEWAY INTERNATIONAL
- CAUSEWAY INTL VAL IS - SS&C GIDS, I
- CAUSEWAY INVESTMENT MGT
- CAUSEWAY MANAGEMENT LLC
- CAUSEWAY MULTI FUND LLC
- CAUSEWAY MULTI FUND LLC EMERGING MA
- CAUSEWAY MULTI-FUND
- CAUSEWAY MULTI-FUND, LLC
- CAUSWAY CAPITAL
- CAUSWAY INTERNATIONAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CAUSEWAY CAPITAL MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.88% | 1.76% | +4.12 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CAUSEWAY CAPITAL MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent