Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Undiscovered Mgrs Behavioral Val R6 a in their Schedule of Assets, totaling $1.1M 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 | UNITED STATES GOLF ASSOCIATION THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN | FAR HILLS NJ | 388 | $94.8M | $960K |
| 2 | THE UNITED STATES GOLF ASSOCIATION USGA DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 354 | $28.4M | $104K |
