Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Funds Undisc Mgrs Behav Value R6 Fd in their Schedule of Assets, totaling $2.9M 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 | STG INTERNATIONAL, INC. STG INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 944 | $61.6M | $1.4M |
| 2 | THE BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL & HOTEL ASSOCIATION OF NEW YORK CITY, INC. 401K SAVINGS PLAN | NEW YORK NY | 26,060 | $813.1M | $722K |
| 3 | LITEHOUSE, INC. |
SANDPOINT ID |
| 1,082 |
| $53.4M |
| $455K |
| 4 | GRIFFITH COMPANY GRIFFITH COMPANY SAVINGS PLAN | BREA CA | 276 | $15.3M | $122K |
| 5 | INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC RETIREMENT SAVINGS PLAN | RYE NY | 110 | $10.8M | $105K |
| 6 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $84K |
| 7 | M&M AUTOMOTIVE, INC. TEAM KARL MALONE 401(K) PLAN | DRAPER UT | 623 | $23.7M | $18K |
| 8 | BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | HERRIMAN UT | 529 | $11.2M | $11K |
