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 Fund in their Schedule of Assets, totaling $251K 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 | SAN LUIS VALLEY HEALTH SAN LUIS VALLEY HEALTH MONEY PURCHASE PLAN | ALAMOSA CO | 649 | $18.3M | $137K |
| 2 | GARAN, INC. GARAN 401(K) PLAN | NEW YORK NY | 521 | $15.0M | $78K |
| 3 | FIRST STATE BANK, GAINESVILLE, TEXAS FIRST STATE BANK 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN |
GAINESVILLE TX |
| 312 |
| $38.2M |
| $35K |
