Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP MORGAN UNDSCVRD MNGRS R5 MUTUAL FUNDS in their Schedule of Assets, totaling $2.0M 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 | MIDLAND PAPER COMPANY MIDLAND PAPER COMPANY 401(K) PLAN AND TRUST | WHEELING IL | 819 | $105.7M | $1.7M |
| 2 | MAGNET, LLC THE MAGNET GROUP 401(K) BENEFIT PLAN | WASHINGTON MO | 319 | $17.9M | $232K |
| 3 | UNIVERSAL PRODUCTS, INC. UNIVERSAL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN |
GODDARD KS |
| 124 |
| $5.4M |
| $150K |
