Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Undiscovered Managers Behavioral Value Fund Class L N/A in their Schedule of Assets, totaling $2.8M 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 | OSI RESTAURANT PARTNERS, LLC OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST | TAMPA FL | 4,894 | $194.9M | $2.8M |
