Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan UBVFX - JPMorgan Undiscovered Mgs Discipl Value in their Schedule of Assets, totaling $917K 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 | STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN | SUNRISE FL | 1,420 | $52.0M | $739K |
| 2 | ESSENTIAL HR, INC. FIRSTSTAR HR RETIREMENT SAVINGS PLAN | DALLAS TX | 308 | $16.5M | $121K |
| 3 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN |
PALM HARBOR FL |
| 533 |
| $12.3M |
| $56K |
