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 Value Fund; Class R6 in their Schedule of Assets, totaling $769K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $336K |
| 2 | VERT MARKETS LLC PETERSON BROTHERS RETIREMENT PLAN | ERIE PA | 104 | $45.7M | $263K |
| 3 | MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN |
OMAHA NE |
| 113 |
| $89.4M |
| $117K |
| 4 | AVASURE OPCO HOLDINGS, INC. AVASURE 401(K) PLAN | BELMONT MI | 244 | $18.3M | $53K |
