Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan Undiscovered Managers Behavorial Value Fund in their Schedule of Assets, totaling $17K 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 | WAVEPOINT 3PL, INC. WAVEPOINT 3PL 401(K) PLAN | NORTH EAST PA | 293 | $3.8M | $17K |
