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 R6 in their Schedule of Assets, totaling $2.6M 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 | NORTH CLINIC, P.A. DBA VOYAGE HEALTHCARE VOYAGE HEALTHCARE RETIREMENT PLAN | BROOKLYN PARK MN | 209 | $81.9M | $1.8M |
| 2 | FRESHFIELDS US LLP FRESHFIELDS US LLP HR-10 PROFIT-SHARING PLAN | NEW YORK NY | 113 | $27.5M | $402K |
| 3 | MERSEN USA HOLDING CORP. RETIREMENT PLAN FOR HOURLY EMPLOYEES OF MERSEN USA |
BOONTON NJ |
| 218 |
| $23.8M |
| $347K |
| 4 | VOESTALPINE RAILWAY SYSTEMS NORTRAK LLC VOESTALPINE RAILWAY SYSTEMS NORTRAK LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 923 | $56.2M | $65K |
| 5 | JANE TECHNOLOGIES INC. JANE TECHNOLOGIES 401(K) PLAN | SANTA CRUZ CA | 153 | $6.1M | $7K |