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 Value Fund Class in their Schedule of Assets, totaling $899K 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 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $540K |
| 2 | ZRG PARTNERS LLC ZRG PARTNERS 401(K) RETIREMENT PLAN | ROCHELLE PARK NJ | 434 | $39.7M | $360K |
