Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Undiscoverd Mngrs Bhv Vl F R6 Registered Investment Company in their Schedule of Assets, totaling $3.5M 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 | SECURITY SERVICES HOLDINGS LLC PROTOS SECURITY 401(K) PLAN | NORWALK CT | 8,167 | $38.7M | $968K |
| 2 | EMPIRE AIRLINES INC. EMPIRE AIRLINES, INC. 401 (K) PROFIT SHARING PLAN | HAYDEN ID | 282 | $29.9M | $792K |
| 3 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN |
KENT WA |
| 232 |
| $34.4M |
| $460K |
| 4 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $336K |
| 5 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $301K |
| 6 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $278K |
| 7 | H. BETTI INDUSTRIES INC. H. BETTI INDUSTRIES 401K SAVINGS PLAN | CARLSTADT NJ | 318 | $47.8M | $106K |
| 8 | PAYMAX SERVICES, INC. PAYMAX SERVICES, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 155 | $8.6M | $98K |
| 9 | GASTRO CARE PARTNERS MANAGEMENT COMPANY, LLC GASTRO CARE PARTNERS 401(K) PLAN | GREENWOOD VILLAGE CO | 190 | $11.2M | $88K |
| 10 | STEEL KING INDUSTRIES, INC. STEEL KING INDUSTRIES INC. EMPLOYEES SAVINGS PLAN | STEVENS POINT WI | 465 | $32.3M | $45K |
