Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Undiscovered Managers Behavioral Val R6 # in their Schedule of Assets, totaling $1.9M 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 | CORNING FEDERAL CREDIT UNION CORNING FEDERAL CREDIT UNION 401(K) PLAN | CORNING NY | 414 | $81.4M | $1.1M |
| 2 | NOVASPECT, INC. NOVASPECT, INC. 401(K) PLAN | SCHAUMBURG IL | 496 | $112.1M | $612K |
| 3 | NYCOM, INC. NYCOM, INC 401(K) PROFIT SHARING PLAN |
MIDLOTHIAN VA |
| 193 |
| $15.5M |
| $156K |
| 4 | GERMAIN AUTOMOTIVE PARTNERSHIP, INC. GERMAIN AUTOMOTIVE PARTNERSHIP, INC. 401(K) PLAN | DUBLIN OH | 1,233 | $48.5M | $3K |
