Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Undiscovered Managers Behavioral N/R in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RUG DOCTOR, LLC RUG DOCTOR, LLC 401(K) RETIREMENT PLAN | PLANO TX | 413 | $17.8M | $678K |
| 2 | CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN | SAN JOSE CA | 612 | $38.8M | $429K |
