Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $140K 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 | CAROLINA WHOLESALE GROUP, INC. CAROLINA WHOLESALE GROUP 401(K) PLAN | WAUKEGAN IL | 165 | $22.0M | $79K |
| 2 | LIBERTY ELECTRONICS, INC. LIBERTY ELECTRONICS, INC. 401(K) PLAN | FRANKLIN PA | 371 | $12.9M | $61K |
