Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $535K 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 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $325K |
| 2 | SPRINGSIDE CHESTNUT HILL ACADEMY SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 249 | $88.4M | $210K |
