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 NR in their Schedule of Assets, totaling $2.0M 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 | ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO COPPER RIVER 401(K) PLAN | CHANTILLY VA | 519 | $44.4M | $1.2M |
| 2 | THE JOHN AKRIDGE COMPANY THE JACO 401(K) RETIREMENT PLAN | WASHINGTON DC | 116 | $35.1M | $815K |
| 3 | PHASE2 TECHNOLOGY, LLC PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST |
ARLINGTON VA |
| 129 |
| $21.1M |
| $52K |
