Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding UNDISC MGRS BEHAVIORAL VAL R4 in their Schedule of Assets, totaling $51K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 176 | $13.1M | $19K |
| 2 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $19K |
| 3 | FOOD EXPRESS, INC. |
PALMDALE CA |
| 266 |
| $21.1M |
| $12K |