Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Undiscovered Managers Behavioral Value Class R6 in their Schedule of Assets, totaling $265K 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 | CHARTBEAT INC. CHARTBEAT 401K PLAN | AUSTIN TX | 104 | $14.0M | $134K |
| 2 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $131K |
