Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Undiscovered Managers Behavioral Value - in their Schedule of Assets, totaling $1.5M 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 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 401(K) PLAN | WEST VALLEY CITY UT | 178 | $32.2M | $644K |
| 2 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $598K |
| 3 | KTM NORTH AMERICA, INC. KTM NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MURRIETA CA |
| 307 |
| $22.9M |
| $145K |
| 4 | EDIBLE ARRANGEMENTS, LLC EDIBLE ARRANGEMENTS, LLC 401(K) PLAN | ATLANTA GA | 154 | $9.0M | $92K |
