Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Undiscovered Mgrs Behavioral Value # in their Schedule of Assets, totaling $3.4M 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 | LIPPERT COMPONENTS, INC. LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | ELKHART IN | 9,605 | $304.3M | $3.2M |
| 2 | RADIUS HOLDINGS LLC RADIUS GLOBAL SOLUTIONS 401(K) PLAN | AMBLER PA | 727 | $19.7M | $116K |
| 3 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN |
PHILADELPHIA PA |
| 55 |
| $40.9M |
| $75K |
