Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undisc Mgrs Behav Value R6 Fd Registered Investment Company in their Schedule of Assets, totaling $283K 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 | BCER ENGINEERING INC BCER ENGINEERING, INC 401K RETIREMENT PLAN | LAKEWOOD CO | 71 | $18.0M | $253K |
| 2 | ELECTRIC AI, INC. ELECTRIC AI, INC. 401K PLAN | NEW YORK NY | 152 | $6.2M | $22K |
| 3 | NEW ENGEN, INC. NEW ENGEN 401(K) PLAN | SEATTLE |
| 385 |
| $11.7M |
| $7K |
