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 Fund Class L " in their Schedule of Assets, totaling $140K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SENTINEL PEAK RESOURCES MANAGEMENT LLC SENTINEL PEAK RESOURCES MANAGEMENT LLC 401(K) PLAN | ENGLEWOOD CO | 268 | $53.6M | $101K |
| 2 | BELLAVANCE BEVERAGE CO., LLC BELLAVANCE BEVERAGE CO., LLC PROFIT SHARING PLAN | LONDONDERRY NH | 145 | $22.1M | $38K |