Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Undiscoverd Mngrs Bhv Vl F R6 Mutual fund in their Schedule of Assets, totaling $434K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTERN RESERVE CARE SOLUTIONS WESTERN RESERVE CARE SOLUTIONS RETIREMENT PLAN | CLEVELAND OH | 972 | $47.0M | $303K |
| 2 | ALL COPY PRODUCTS, INC. ALL COPY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 352 | $22.9M | $95K |
| 3 | VALLEY COMMUNITY HEALTHCARE |
NORTH HOLLYWOOD CA |
| 245 |
| $10.3M |
| $25K |
| 4 | TECOVAS, INC. TECOVAS 401(K) PLAN | AUSTIN TX | 1,007 | $5.0M | $9K |
| 5 | BAYWA R.E. SOLAR SYSTEMS, LLC BAYWA R.E. SOLAR SYSTEMS 401(K) PROFIT SHARING PLAN | SANTA FE NM | 131 | $4.9M | $3K |
