Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Jp Morgan Undscvrd Mngrs Behavrl Val Fd I Cl in their Schedule of Assets, totaling $407K 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 | BOT - ROOFERS LOC. 153 SUPPLEMENTAL BENEFIT PLAN ROOFERS LOCAL 153 SUPPLEMENTAL BENEFIT PLAN | SEATTLE WA | 326 | $17.8M | $407K |