Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J. P. Morgan Undiscovered MGRS Behavioral Value R6 in their Schedule of Assets, totaling $685K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WHITE OAK GLOBAL ADVISORS, LLC THE WHITE OAK 401(K) PLAN | SAN FRANCISCO CA | 192 | $48.1M | $500K |
| 2 | ORION ENERGY SYSTEMS, INC. ORION ENERGY SYSTEMS, INC. 401(K) PLAN | MANITOWOC AL | 203 | $11.6M | $185K |
