Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding J.P. Morgan Undiscovered Managers Behavioral Value R6 - in their Schedule of Assets, totaling $5.1M 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 | FLEX-N-GATE LLC FLEX-N-GATE CORPORATION 401(K) PLAN | URBANA IL | 7,018 | $405.0M | $3.0M |
| 2 | CW FINANCIAL SERVICES LLC CW FINANCIAL SERVICES LLC INVESTMENT PLAN | WASHINGTON DC | 148 | $34.5M | $1.4M |
| 3 | AHTNA, INCORPORATED AHTNA 401(K) PLAN |
ANCHORAGE AK |
| 573 |
| $56.8M |
| $419K |
| 4 | STAND FOR CHILDREN LEADERSHIP CENTER STAND FOR CHILDREN 401(K) PLAN | PORTLAND OR | 123 | $12.2M | $185K |
| 5 | G.S. WIRING SYSTEMS, INC. G.S. WIRING SYSTEMS, INC. SAVINGS PLAN | FINDLAY OH | 101 | $7.4M | $46K |
| 6 | AHTNA, INCORPORATED AHTNA SCA 401(K) PLAN | ANCHORAGE AK | 357 | $7.8M | $36K |
