Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Funds Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $5.6M 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 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $3.8M |
| 2 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 29 | $14.8M | $553K |
| 3 | IQNAVIGATOR, INC. IQNAVIGATOR, INC 401(K) PLAN |
JACKSONVILLE FL |
| 400 |
| $59.6M |
| $525K |
| 4 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 57 | $17.3M | $346K |
| 5 | APWU - HEALTH PLAN APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN | ELKRIDGE MD | 139 | $13.5M | $213K |
| 6 | SIGNATURE RETAIL SERVICES, INC. SIGNATURE RETAIL SERVICES, INC. 401(K) PROFIT SHARING PLAN | AURORA IL | 462 | $7.9M | $53K |
| 7 | GOTHAM GREENS BUTTERHEAD, LLC GOTHAM GREENS 401(K) | BROOKLYN NY | 578 | $6.9M | $39K |
