Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Undiscovered Mgrs Behavioral Val R6 mutual fund shares a in their Schedule of Assets, totaling $3.7M 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 | BLUE RIVER PETCARE GROUP, LLC BLUE RIVER PETCARE GROUP, LLC 401(K) PLAN | CHICAGO IL | 3,099 | $67.9M | $3.7M |
