Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding JPMorgan Undiscovered Managers Behavioral Value Fund - in their Schedule of Assets, totaling $14.3M 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 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $3.1M |
| 2 | KIMRAY, INC. KIMRAY, INC. 401K PROFIT SHARING PLAN | OKLAHOMA CITY OK | 654 | $100.1M | $1.9M |
| 3 | DIXIE CHEMICAL COMPANY, INC. DIXIE CHEMICAL COMPANY, INC. 401(K) PLAN |
| 172 |
| $27.1M |
| $1.1M |
| 4 | HEAVEN HILL DISTILLERIES, INC. HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES | BARDSTOWN KY | 724 | $65.2M | $946K |
| 5 | BREEZE AVIATION GROUP, INC BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN | COTTONWOOD HEIGHTS UT | 2,061 | $40.7M | $904K |
| 6 | WAGNER EQUIPMENT CO. WAGNER EQUIPMENT CO. RETIREMENT SAVINGS PLAN | AURORA CO | 1,733 | $279.4M | $840K |
| 7 | BUCKEYE CORRUGATED, INC. BUCKEYE CORRUGATED, INC. 401(K) PLAN AND TRUST | FAIRLAWN OH | 872 | $54.6M | $728K |
| 8 | COCHLEAR AMERICAS EMPLOYEE SAVINGS AND INVESTMENT PLAN OF COCHLEAR AMERICAS | LONE TREE CO | 795 | $124.0M | $696K |
| 9 | JACKSON HEWITT TAX SERVICE INC. JACKSON HEWITT EMPLOYEE SAVINGS PLAN | SARASOTA FL | 1,066 | $65.8M | $642K |
| 10 | THE HAWTHORN GROUP, INC. MELTON TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 1,559 | $63.7M | $609K |
