Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Undiscovered Managers Behavioral Val R6 in their Schedule of Assets, totaling $29.6M 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 | PANDA RESTAURANT GROUP, INC. PANDA RETIREMENT PLAN | ROSEMEAD CA | 56,227 | $609.8M | $13.2M |
| 2 | LESTER E. COX MEDICAL CENTERS COXHEALTH 401(K) PLAN | SPRINGFIELD MO | 232 | $183.0M | $7.0M |
| 3 | THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN |
HARTFORD CT |
| 142 |
| $486.9M |
| $4.7M |
| 4 | THORNTON TOMASETTI, INC. THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,237 | $468.6M | $2.2M |
| 5 | SOUTHERN BANK AND TRUST COMPANY THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF SOUTHERN BANK AND TRUST COMPANY | MOUNT OLIVE NC | 466 | $43.7M | $1.3M |
| 6 | TACONIC CAPITAL ADVISORS L.P. TACONIC CAPITAL ADVISORS L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 74 | $70.9M | $404K |
| 7 | MUNICH RE SPECIALTY GROUP N.A. INC. MUNICH RE SPECIALTY GROUP N.A. INC. RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 289 | $50.5M | $246K |
| 8 | HOLISTIC INDUSTRIES INC. HOLISTIC INDUSTRIES 401(K) PLAN | WESTBOROUGH MA | 695 | $2.8M | $138K |
| 9 | EVANS HOTELS, LLC EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN | SAN DIEGO CA | 1,051 | $35.2M | $124K |
| 10 | INSA, INC. INSA 401(K) PLAN | CHICOPEE MA | 458 | $2.5M | $124K |
