Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Managers Behavioral Val R5 Mutual Fund in their Schedule of Assets, totaling $831K 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 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $546K |
| 2 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $285K |
