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 R6 Fund in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARTISAN DESIGN GROUP, LLC ARTISAN DESIGN GROUP 401(K) PLAN | COPPELL TX | 2,953 | $125.4M | $1.5M |
| 2 | KUKA SYSTEMS NORTH AMERICA LLC KUKA RETIREMENT SAVINGS PLAN | STERLING HEIGHTS MI | 1,297 | $221.7M | $597K |
| 3 | MULTISOURCE MANUFACTURING LLC MULTISOURCE MANUFACTURING LLC SAVINGS PLAN |
MINNETONKA MN |
| 252 |
| $19.6M |
| $185K |
| 4 | KUKA TOLEDO PRODUCTION OPERATIONS, LLC KTPO 401(K) PLAN FOR HOURLY EMPLOYEES | TOLEDO OH | 274 | $36.9M | $17K |