Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMORGAN UNDSCVRDMGRS BEHAVIORAL VAL R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $82K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL INK CORPORATION CENTRAL INK 401K PLAN | WEST CHICAGO IL | 130 | $11.4M | $54K |
| 2 | MOUNTAIN FAMILY HEALTH CENTERS MOUNTAIN FAMILY HEALTH CENTERS 403B PLAN | GLENWOOD SPRINGS CO | 189 | $6.6M | $24K |
| 3 | FAIRFAX MEDICAL FACILITIES INC. FAIRFAX MEDICAL 403(B) PLAN |
FAIRFAX OK |
| 78 |
| $2.7M |
| $4K |
