Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Undiscovered Managers Behavioral Value Fund Class R6 in their Schedule of Assets, totaling $2.9M 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 | ADG, LLC GREAT EXPRESSIONS DENTAL CENTERS EMPLOYEE RETIREMENT PLAN | SOUTHFIELD MI | 2,512 | $98.4M | $1.4M |
| 2 | RAILPROS, INC. RAILPROS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 1,034 | $44.0M | $688K |
| 3 | E.D. BULLARD COMPANY E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN |
LEXINGTON KY |
| 294 |
| $36.9M |
| $377K |
| 4 | LUCIDWORKS, INC. LUCIDWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 161 | $21.4M | $150K |
| 5 | THE CONNECTICUT SPRING & STAMPING CORPORATION CT SPRING & STAMPING CORPORATION 401(K) PROFIT SHARING PLAN | FARMINGTON CT | 361 | $29.9M | $101K |
| 6 | THE LEE MANOR THE LEE MANOR 401(K) PLAN | NAPERVILLE IL | 267 | $3.1M | $63K |
| 7 | EXCELIN HOME HEALTH, LLC EXCELIN HOME HEALTH, LLC 401(K) PLAN & TRUST | HALLETTSVILLE TX | 786 | $10.5M | $50K |
| 8 | BREAD FOR THE WORLD, INC. BREAD FOR THE WORLD, INC. 401K PLAN | WASHINGTON DC | 65 | $17.3M | $17K |
