Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Undisc. Mgrs Behavioral Value R6 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORTON INVESTMENT COMPANY LLC MORTON SALT 401(K) SAVINGS PLAN | OVERLAND PARK KS | 1,845 | $356.5M | $609K |
| 2 | IMAGINEERS, L.L.C IMAGINEERS, L.L.C. RETIREMENT SAVINGS PLAN | HARTFORD CT | 185 | $14.0M | $533K |