Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Undiscovered Mgrs Behavioral Value in their Schedule of Assets, totaling $1.3M 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 | OHIO MACHINERY CO. OHIO CAT EMPLOYEES' RETIREMENT PLAN | BROADVIEW HEIGHTS OH | 298 | $47.3M | $743K |
| 2 | HEALTH CARE LOGISTICS, INC. HEALTH CARE LOGISTICS, INC. 401(K) PLAN | CIRCLEVILLE OH | 336 | $19.5M | $485K |
| 3 | STATON HOLDINGS, INC. STATON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN |
DALLAS TX |
| 151 |
| $5.2M |
| $93K |
| 4 | KEY CONSTRUCTION, INC. KEY CONSTRUCTION, INC. 401(K) PLAN | WICHITA KS | 185 | $18.9M | $9K |
