Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Managers Behavioral Value a in their Schedule of Assets, totaling $884K 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 | PERFECTION GROUP, INC. PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN | CINCINNATI OH | 287 | $35.1M | $770K |
| 2 | MARATHON ELECTRICAL CONTRACTORS, LLC MARATHON ELECTRICAL CONTRACTORS, LLC 401(K) PLAN | IRONDALE AL | 463 | $28.6M | $114K |
