Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Investment Mgmt Inc. Undisc Mgrs Behav Value R6 Fd in their Schedule of Assets, totaling $1.4M 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 | BMS INTERMEDIARIES, INC. BMS INTERMEDIARIES, INC. 401(K) PLAN | EDINA MN | 233 | $47.5M | $1.2M |
| 2 | VIA TRANSPORTATION, INC. VIA TRANSPORTATION, INC. 401(K) PLAN | NEW YORK NY | 376 | $31.5M | $129K |
| 3 | BECKLAR, LLC BECKLAR, LLC 401(K) PLAN |
OGDEN UT |
| 748 |
| $13.0M |
| $52K |
| 4 | TURBO DRILL INDUSTRIES, INC. TURBO DRILL INDUSTRIES 401(K) PLAN | CONROE TX | 237 | $4.7M | $5K |
