Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund Class R6 Undiscovered Mgrs Behav Val R6 in their Schedule of Assets, totaling $82K 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 | WATERFORD SCHOOL HOLDING CORP WATERFORD SCHOOL 403(B) PLAN | SANDY UT | 213 | $35.4M | $82K |
