Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds Undiscovered Managers Behavioral Value Fund Class R6 in their Schedule of Assets, totaling $670K 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 | BEYOND, INC. BEYOND 401(K) PLAN | MURRAY UT | 552 | $151.1M | $522K |
| 2 | NATIONAL PARTNERS IN HEALTHCARE, LLC NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN | RICHARDSON TX | 482 | $50.0M | $130K |
| 3 | WASHINGTON YU YING PUBLIC CHARTER SCHOOL WASHINGTON YU YING 401K PLAN |
WASHINGTON DC |
| 210 |
| $6.4M |
| $18K |
