Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JPMorgan Undiscovered Mgrs Behavioral Value R6 in their Schedule of Assets, totaling $4.5M 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 | EDF TRADING NORTH AMERICA, LLC EDF TRADING, N.A. 401(K) PLAN | HOUSTON TX | 268 | $89.3M | $915K |
| 2 | BJ'S RESTAURANTS, INC. BJ'S RESTAURANTS, INC. 401(K) PLAN | HUNTINGTON BEACH CA | 11,963 | $44.7M | $784K |
| 3 | INTERMATIC INCORPORATED INTERMATIC CASH ACCUMULATION PLAN |
LIBERTYVILLE IL |
| 146 |
| $43.5M |
| $486K |
| 4 | TAO GROUP OPERATING, LLC TAO GROUP OPERATING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 3,013 | $26.1M | $473K |
| 5 | PACKSIZE LLC PACKSIZE 401(K) PLAN | SALT LAKE CITY UT | 638 | $37.6M | $459K |
| 6 | HARBORONE BANK HARBORONE 401(K) PLAN | BROCKTON MA | 407 | $80.3M | $316K |
| 7 | AUDIOCODES, INC. AUDIOCODES, INC. 401(K) PLAN | PISCATAWAY NJ | 176 | $35.4M | $304K |
| 8 | KOBE STEEL USA INC. KOBE STEEL USA RETIREMENT PLAN | LIVONIA MI | 273 | $7.9M | $272K |
| 9 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 401(K) PLAN | WASHINGTON DC | 75 | $33.9M | $122K |
| 10 | SELECT ARC, INC. SELECT ARC, INC. 401K PLAN | FORT LORAMIE OH | 167 | $15.1M | $117K |
