Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan Undiscovered Mgrs Behavioral Value R6 in their Schedule of Assets, totaling $9.9M 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 | NATIONAL VETERINARY ASSOCIATES, INC. NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 49,760 | $809.2M | $5.0M |
| 2 | STEPSTONE GROUP LP STEPSTONE GROUP LP 401(K) RETIREMENT PLAN | LA JOLLA CA | 695 | $101.1M | $2.2M |
| 3 | CANFIELD SCIENTIFIC, INC. |
PARSIPPANY NJ |
| 272 |
| $46.2M |
| $974K |
| 4 | HEALOGICS, LLC. HEALOGICS, LLC. 401(K) PLAN | JACKSONVILLE FL | 2,741 | $153.3M | $491K |
| 5 | ENVIRONMENTAL CONSULTING & TECHNOLOGY, INC. ECT 401(K) TAX-DEFERRED SAVINGS PLAN | GAINESVILLE FL | 222 | $31.4M | $331K |
| 6 | ATLAS AEROSPACE, LLC ATLAS AEROSPACE, LLC 401(K) PLAN | WICHITA KS | 728 | $32.7M | $329K |
| 7 | ETHOS BEAUTY PARTNERS ETHOS BEAUTY PARTNERS 401(K) PROFIT SHARING PLAN | RUNNEMEDE NJ | 108 | $8.2M | $156K |
| 8 | KANSAS SURGERY & RECOVERY CENTER KANSAS SURGERY & RECOVERY CENTER 401(K) PLAN | WICHITA KS | 207 | $19.2M | $140K |
| 9 | SIE HOLDINGS, INC. SIE HOLDINGS, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 481 | $28.2M | $88K |
| 10 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH PA | 948 | $14.5M | $55K |
