Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investment Mgmt. Inc. Undiscovered Mgrs Behavioral Value Fund R6 in their Schedule of Assets, totaling $789K 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 | UE MANAGEMENT LLC UE MANAGEMENT 401(K) PLAN | MAYWOOD NJ | 103 | $32.1M | $789K |
