Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund Class R6 Mutual fund - in their Schedule of Assets, totaling $3.1M 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 | CAPITAL INTEGRATION SYSTEMS LLC CAIS RETIREMENT SAVINGS PLAN | NEW YORK NY | 262 | $23.0M | $563K |
| 2 | RLJ LODGING TRUST, L.P. RLJ LODGING TRUST, L.P. 401(K) PLAN | BETHESDA MD | 72 | $25.4M | $526K |
| 3 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST |
RESTON VA |
| 250 |
| $78.1M |
| $407K |
| 4 | TAYLOR & ASSOCIATES ARCHITECTS, INC. TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN | TUSTIN CA | 109 | $14.9M | $305K |
| 5 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $296K |
| 6 | ALM MEDIA, LLC ALM MEDIA, LLC PENSION PLAN | NEW YORK NY | 5 | $9.1M | $231K |
| 7 | QUORA, INC. QUORA, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 143 | $29.3M | $214K |
| 8 | THINK SURGICAL, INC. THINK SURGICAL, INC. 401(K) RETIREMENT PLAN | FREMONT CA | 111 | $17.8M | $189K |
| 9 | STARBOARD HOLDINGS LTD. STARBOARD HOLDINGS LTD. 401(K) RETIREMENT PLAN | MIAMI FL | 358 | $37.2M | $139K |
| 10 | ELME COMMUNITIES ELME COMMUNITIES 401K PLAN | BETHESDA MD | 253 | $28.0M | $94K |
