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 in their Schedule of Assets, totaling $9.4M 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 | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA PENSION PLAN | FRESNO CA | 2,859 | $277.6M | $8.9M |
| 2 | THE THRESHOLDS THE THESHOLDS AND AFFILIATES TAX SHELTERED ANNUITY AND SAVINGS PLAN | CHICAGO IL | 1,585 | $45.8M | $336K |
| 3 | FIRST NATION GROUP LLC |
NICEVILLE FL |
| 103 |
| $11.4M |
| $171K |
| 4 | BEYOND HOUSING, INC. 403(B) THRIFT PLAN OF BEYOND HOUSING, INC. | PINE LAWN MO | 103 | $3.2M | $59K |
