Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Investment Management, Inc. Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $143K 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 | SANDERSON PIPE CORPORATION SANDERSON PIPE CORPORATION 401(K) PLAN | CLARKSVILLE TN | 306 | $16.2M | $133K |
| 2 | BOTH INC. DBA GOLDEN CORRAL BOTH, INC. 401 (K) PLAN | VIRGINIA BEACH VA | 410 | $9.5M | $10K |
