Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund Class R6 Registered investment companies in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERDIGITAL, INC. INTERDIGITAL SAVINGS AND PROTECTION PLAN | WILMINGTON DE | 216 | $138.2M | $1.5M |
| 2 | MALWAREBYTES INC. MALWAREBYTES INC. RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 338 | $61.7M | $350K |
| 3 | PHAROS SYSTEMS INTERNATIONAL, INC. PHAROS SYSTEMS INTERNATIONAL, INC. 401(K) SAVINGS PLAN |
WEST HENRIETTA NY |
| 57 |
| $11.7M |
| $43K |
| 4 | FRANKLY MEDIA, LLC FRANKLY MEDIA, LLC 401(K) PLAN | LONG ISLAND CITY NY | 76 | $5.0M | $32K |
