Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Undiscovered Mgrs Behavioral Val R6 in their Schedule of Assets, totaling $2.1M 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 | CURTIS LUMBER COMPANY, INC CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN | BALLSTON SPA NY | 679 | $70.0M | $1.2M |
| 2 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $342K |
| 3 | ACADEMY OF NUTRITION AND DIETETICS |
CHICAGO IL |
| 130 |
| $28.6M |
| $312K |
| 4 | BAYWA R.E. SOLAR PROJECTS, LLC BAYWA R.E. SOLAR PROJECTS, LLC 401(K) PLAN | CARLSBAD CA | 157 | $16.3M | $149K |
| 5 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $72K |
| 6 | COHEN-ESREY LLC COHEN-ESREY LLC 401K PLAN | MERRIAM KS | 244 | $4.9M | $9K |
