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 R6 - in their Schedule of Assets, totaling $3.9M 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 | SHAPE CORP BIOSOLUTIONS, LLC THE SHAPE FAMILY OF COMPANIES RETIREMENT PLAN | GRAND HAVEN MI | 2,279 | $180.3M | $3.8M |
| 2 | NEWPORT HOTEL GROUP, LLC NEWPORT HOTEL GROUP, LLC 401(K) PLAN | MIDDLETOWN RI | 82 | $5.7M | $105K |
| 3 | CLIFTY GROUP, LLC CLIFTY GROUP, LLC 401(K) PLAN |
FORT COLLINS CO |
| 151 |
| $4.3M |
| $4K |
| 4 | JACK MADDEN FORD SALES, INC. JACK MADDEN FORD SALES, INC. RETIREMENT PLAN | NORWOOD MA | 173 | $9.1M | $2K |
