Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Class R6 in their Schedule of Assets, totaling $17.9M 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 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $17.7M |
| 2 | BEACHFLEISCHMAN PLLC BEACHFLEISCHMAN, PLLC 401(K) PLAN | TUCSON AZ | 219 | $51.6M | $105K |
| 3 | C.E. NIEHOFF & CO. C.E. NIEHOFF & CO. EMPLOYEE STOCK OWNERSHIP PLAN |
EVANSTON IL |
| 365 |
| $82.7M |
| $50K |
