Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Undiscovered Managers Behavioral Val R6 # in their Schedule of Assets, totaling $322K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURALEAF, INC. CURALEAF, INC. 401(K) PLAN | STAMFORD CT | 4,739 | $17.8M | $195K |
| 2 | GARRETT TRANSPORTATION I, INC. GARRETT TRANSPORTATION I, INC. 401(K) PLAN | WILMINGTON DE | 198 | $31.0M | $62K |
| 3 | CROSSFIT, LLC CROSSFIT, LLC 401(K) PROFIT SHARING PLAN |
PRESCOTT AZ |
| 236 |
| $27.6M |
| $41K |
| 4 | UNDERDOG SPORTS, INC. UNDERDOG SPORTS, INC. 401(K) PLAN | BROOKLYN NY | 483 | $14.4M | $18K |
| 5 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $7K |
