Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undiscovered Managers Behavioral Val L Mutual Fund in their Schedule of Assets, totaling $753K 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 | THE BUILDERS EXCHANGE OF THE SOUTHERN TIER INC. SOUTHERN TIER BUILDING TRADES LABORERS PROFIT SHARING PLAN | JAMESTOWN NY | 1,084 | $20.7M | $555K |
| 2 | SOFTWARE SPECIALISTS, INC. SOFTWARE SPECIALISTS, INC. 401(K) PLAN | CRANBERRY TOWNSHIP PA | 300 | $8.8M | $147K |
| 3 | DASH MARKETS INC. |
BUFFALO NY |
| 185 |
| $4.5M |
| $52K |
