Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Undisc Mgrs Behav Value R6 Fd in their Schedule of Assets, totaling $16.9M 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 | GREENWOOD GENETIC CENTER, INC. 403(B) THRIFT PLAN FOR GREENWOOD GENETIC CENTER | GREENWOOD SC | 195 | $38.0M | $2.1M |
| 2 | MICHIGAN MILLERS MUTUAL INSURANCE COMPANY MICHIGAN MILLERS MUTUAL INSURANCE COMPANY EMPLOYEE 401(K) PLAN | LANSING MI | 174 | $21.1M | $1.4M |
| 3 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $1.2M |
| 4 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN | BLOOMINGTON MN | 275 | $79.8M | $1.2M |
| 5 | COMMUNITY NURSING SERVICES THE COMMUNITY NURSING SERVICES 403(B) PLAN | WEST VALLEY CITY UT | 554 | $13.4M | $1.2M |
| 6 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $1.1M |
| 7 | INNOVATIVE CONSTRUCTION SOLUTIONS INNOVATIVE CONSTRUCTION SOLUTIONS - RETIREMENT PLAN | COSTA MESA CA | 176 | $11.7M | $1.1M |
| 8 | CRYSTAL FLASH, INC. CRYSTAL FLASH, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 281 | $29.4M | $1.0M |
| 9 | TAYLOR CADILLAC, INC. DBA TAYLOR KIA TAYLOR KIA 401(K) PLAN | TOLEDO OH | 228 | $11.2M | $647K |
| 10 | QUAKER WINDOW PRODUCTS CO QUAKER WINDOW PRODUCTS CO. 401(K) PROFIT SHARING PLAN & TRUST | FREEBURG MO | 1,216 | $46.1M | $635K |
