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 R6 - in their Schedule of Assets, totaling $10.6M 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 | FRESHFIELDS US LLP FRESHFIELDS US LLP 401(K) SAVINGS PLAN | NEW YORK NY | 772 | $114.8M | $2.4M |
| 2 | ARDEX, L.P. ARDEX, L.P. 401(K) PLAN | ALIQUIPPA PA | 339 | $50.0M | $2.3M |
| 3 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN | BOSTON MA |
| 683 |
| $190.2M |
| $1.8M |
| 4 | DMC GLOBAL INC. DMC GLOBAL INC. 401(K) PLAN | BROOMFIELD CO | 1,356 | $56.7M | $1.7M |
| 5 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN | CHARLOTTE NC | 315 | $19.0M | $1.2M |
| 6 | LEK CONSULTING LLC LEK CONSULTING BOSTON 401(K) PLAN | BOSTON MA | 302 | $69.5M | $550K |
| 7 | DONALD B. RICE TIRE COMPANY, INC. DONALD B. RICE TIRE COMPANY, INC. 401(K) PLAN | FREDERICK MD | 257 | $16.3M | $316K |
| 8 | OHIOGUIDESTONE OHIOGUIDESTONE 401(K) PLAN | BEREA OH | 1,266 | $39.7M | $84K |
| 9 | COMMUNITY HOUSING PARTNERS CORPORATION CHP 403(B) EMPLOYEE RETIREMENT PLAN | CHRISTIANSBURG VA | 423 | $19.7M | $71K |
| 10 | GREAT HEALTHWORKS, INC. GREAT HEALTHWORKS, INC. 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 241 | $15.6M | $58K |
