Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JP Morgan Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $23.8M 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 | NOV INC. NOV INC. 401(K) PLAN | HOUSTON TX | 11,339 | $1.6B | $19.0M |
| 2 | WESTMORELAND MINING LLC WESTMORELAND MINING EMPLOYEES' SAVINGS PLAN | LONE TREE CO | 308 | $75.3M | $2.9M |
| 3 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN |
GRAND RAPIDS MI |
| 274 |
| $29.8M |
| $371K |
| 4 | ELLICOTT DEVELOPMENT COMPANY ELLICOTT DEVELOPMENT COMPANY 401(K) PLAN | BUFFALO NY | 428 | $11.2M | $350K |
| 5 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $234K |
| 6 | SWISSLOG LOGISTICS, INC SWISSLOG LOGISTICS RETIREMENT SAVINGS PLAN | NEWPORT NEWS VA | 483 | $69.4M | $202K |
| 7 | THE SURGERY CENTER AT SOUTHWOODS, LLC SOUTHWOODS HEALTH 401(K) PLAN | BOARDMAN OH | 1,124 | $59.1M | $192K |
| 8 | MARTIN LUTHER KING, JR. - LOS ANGELES (MLK-LA) HEALTHCARE CORPORATION MARTIN LUTHER KING JR. COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | LOS ANGELES CA | 1,660 | $85.2M | $137K |
| 9 | MIDEA AMERICA CORPORATION MIDEA AMERICA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | PARSIPPANY NJ | 335 | $21.1M | $128K |
| 10 | BENNETT STEEL FABRICATION, INC. BENNETT COMPANIES 401(K) PLAN | SAPULPA OK | 108 | $5.8M | $62K |
