Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Undisc Mgrs Behav Value R6 Fd Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $1.1M |
| 2 | GOOD FULTON & FARRELL, INC. GOOD FULTON & FARRELL, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 112 | $24.0M | $196K |
| 3 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN |
WOODRIDGE IL |
| 327 |
| $25.1M |
| $195K |
| 4 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $118K |
| 5 | COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES COMMUNITY ACTION PARTNERSHIP OF RAMSEY AND WASHINGTON COUNTIES TAX SHELTERED INVESTMENT PROGRAM 403(B) PLAN | SAINT PAUL MN | 353 | $15.5M | $85K |
| 6 | ENERCORP ENGINEERED SOLUTIONS, LLC ENERCORP 401(K) PLAN | THE WOODLANDS TX | 254 | $8.8M | $23K |
