Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund-Class R6 in their Schedule of Assets, totaling $31.9M 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $20.8M |
| 2 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $3.6M |
| 3 | NIIT (USA), INC. NIIT (USA), INC. 401(K) PLAN |
ATLANTA GA |
| 345 |
| $48.5M |
| $714K |
| 4 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN | GRAND RAPIDS MI | 399 | $95.0M | $688K |
| 5 | GREATER IOWA CREDIT UNION GREATER IOWA CREDIT UNION 401(K) PLAN | AMES IA | 138 | $10.4M | $485K |
| 6 | ANTARES CAPITAL LP ANTARES CAPITAL LP 401(K) PLAN | CHICAGO IL | 469 | $175.5M | $455K |
| 7 | ALFRED E. MANN FOUNDATION FOR SCIENTIFIC RESEARCH MANN PARTNERS 401(K) RETIREMENT PLAN | SANTA CLARITA CA | 107 | $18.5M | $432K |
| 8 | ETHOSENERGY GTS HOLDINGS (US), LLC ETHOSENERGY (WEST), INC. PLAN | HOUSTON TX | 243 | $44.3M | $393K |
| 9 | VEOLIA UTILITY RESOURCES LLC VEOLIA WATER RESOURCES 401(K) SAVINGS PLAN | PARAMUS NJ | 2,124 | $292.2M | $362K |
| 10 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $342K |
