Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $573K 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 | FRISBEES, INC. FRISBEE'S INC. 401(K) PLAN | SIOUX FALLS SD | 132 | $12.8M | $326K |
| 2 | LIFECARE MEDICAL CENTER 403(B) RETIREMENT PLAN OF LIFECARE MEDICAL CENTER | ROSEAU MN | 542 | $45.2M | $139K |
| 3 | COLORADO DOORWAYS, INC. COLORADO DOORWAYS, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
DENVER CO |
| 193 |
| $19.4M |
| $108K |