Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 144 U.S. retirement plans report holding Undisc Mgrs Behavioral Val R6 in their Schedule of Assets, totaling $38.7M 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 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $4.4M |
| 2 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $2.9M |
| 3 | BERKSHIRE HATHAWAY SPECIALTY INS |
BOSTON MA |
| 935 |
| $174.1M |
| $2.5M |
| 4 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $2.1M |
| 5 | STROHWIG INDUSTRIES, INC. STROHWIG INDUSTRIES, INC. 401(K) SAVINGS PLAN | RICHFIELD WI | 129 | $26.5M | $1.6M |
| 6 | AVENUE CAPITAL MANAGEMENT II, LP AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING | NEW YORK NY | 129 | $37.3M | $1.4M |
| 7 | VOHRA WOUND PHYSICIANS MANAGEMEN VOHRA WOUND PHYSICIANS MANAGEM 401K PROFIT SHARING PLAN AND T | MIRAMAR FL | 432 | $31.8M | $1.1M |
| 8 | JCJ BUSINESS CORP, INC. JCJ ARCHITECTURE 401(K) PLAN | HARTFORD CT | 172 | $41.6M | $1.0M |
| 9 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $1.0M |
| 10 | AVIAN, LLC AVIAN 401(K) PROFIT SHARING PLAN | LEXINGTON PARK MD | 303 | $43.5M | $986K |
