Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | ALS GROUP USA, CORP. ALS GROUP USA 401(K) PLAN | HOUSTON TX | 829 | $114.4M | $319K |
| 2 | TARSUS PHARMACEUTICALS, INC. TARSUS PHARMACEUTICALS RETIREMENT PLAN | IRVINE CA | 323 | $24.9M | $268K |
| 3 | SILK ROAD MEDICAL, INC. SILK ROAD MEDICAL, INC. 401(K) PLAN |
SUNNYVALE CA |
| 396 |
| $58.7M |
| $263K |
| 4 | MTA INVESTMENTS, INC. MONTROSE AUTO GROUP 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 306 | $10.5M | $220K |
| 5 | MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN | GREENFIELD WI | 2,395 | $9.2M | $23K |
| 6 | LEMONADE, INC. LEMONADE, INC. 401(K) PLAN | NEW YORK NY | 795 | $39.6M | $5K |
