Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding J.P. Morgan Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PMC GLOBAL, INC. PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN | SUN VALLEY CA | 1,040 | $85.4M | $2.8M |
| 2 | ANCHOR BAY PACKAGING CORPORATION ANCHOR BAY PACKAGING CORP. 401(K) PLAN | CHESTERFIELD MI | 259 | $25.4M | $699K |
| 3 | RALEIGH NEUROLOGY ASSOCIATES, P.A. |
RALEIGH NC |
| 217 |
| $52.9M |
| $493K |
| 4 | SEAMAN PAPER CO. OF MA AND SUBSIDIARIES SEAMAN PAPER CO. OF MA. AND SUBSIDIARIES SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN | GARDNER MA | 253 | $25.3M | $113K |
| 5 | PORT ERIE PLASTICS, INC. PORT ERIE PLASTICS, INC. RETIREMENT PLAN | HARBORCREEK PA | 338 | $18.0M | $91K |
| 6 | PROMETHEUS LABORATORIES INC. PROMETHEUS LABORATORIES INC. 401(K) PLAN | SAN DIEGO CA | 118 | $14.1M | $82K |
| 7 | GP&C OPERATIONS LLC. GP&C OPERATIONS LLC. 401K RETIREMENT PLAN | GARDNER MA | 244 | $7.5M | $11K |
| 8 | GP&C OPERATIONS LLC. GP&C OPERATIONS LLC. 401K RETIREMENT PLAN | GARDNER MA | 248 | $10.8M | $8K |
