Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Undiscovered Managers Behavioral Value Fund; Class R6 in their Schedule of Assets, totaling $433K 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 | VERT MARKETS LLC PETERSON BROTHERS RETIREMENT PLAN | ERIE PA | 104 | $45.7M | $263K |
| 2 | MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN | OMAHA NE | 113 | $89.4M | $117K |
| 3 | AVASURE OPCO HOLDINGS, INC. AVASURE 401(K) PLAN |
BELMONT MI |
| 244 |
| $18.3M |
| $53K |
