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 Value Fund ‐ R6 in their Schedule of Assets, totaling $6.9M 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 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $3.6M |
| 2 | RANGE RESOURCES CORPORATION RANGE RESOURCES CORPORATION 401(K) PLAN | FORT WORTH TX | 570 | $212.5M | $3.1M |
| 3 | TZERO GROUP, INC. TZERO GROUP, INC. 401(K) PLAN |
SALT LAKE CITY UT |
| 64 |
| $13.2M |
| $103K |
| 4 | TK ELEVATOR TK AIRPORT SOLUTIONS RETIREMENT PLAN | ATLANTA GA | 141 | $6.9M | $60K |
| 5 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN | NEW YORK NY | 128 | $14.4M | $44K |