Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investment Management Inc Undisc. Mgrs. Behavioral Value Fund R6 in their Schedule of Assets, totaling $83K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RMG ENTERPRISE SOLUTIONS, INC. KORBYT 401(K) PLAN | WYLIE TX | 85 | $9.3M | $83K |
