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 in their Schedule of Assets, totaling $1.8M 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 | CONFERENCE TECHNOLOGIES, INC. CONFERENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | MARYLAND HEIGHTS MO | 881 | $40.6M | $1.2M |
| 2 | PEQUOT TOOL & MFG. PEQUOT TOOL & MFG., INC. EMPLOYEES SAVINGS TRUST | PEQUOT LAKES MN | 238 | $23.6M | $390K |
| 3 | COMMERCIAL FOODSERVICE REPAIR, INC. |
GREENVILLE SC |
| 1,320 |
| $40.9M |
| $139K |
