Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undisc Mgrs Behavioral Val R6 Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | KIMCO REALTY CORPORATION KIMCO REALTY CORPORATION 401(K) PLAN | JERICHO NY | 708 | $237.2M | $1.0M |
| 2 | S. R. BRAY LLC POWER PLUS 401(K) PLAN | ANAHEIM CA | 586 | $31.8M | $46K |
