Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund Mutual fund - in their Schedule of Assets, totaling $98.2M 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 | CAES SYSTEMS LLC COBHAM UNITED STATES 401(K) PLAN | SAN JOSE CA | 3,593 | $773.8M | $20.8M |
| 2 | FLEXTRONICS INTERNATIONAL USA, INC. FLEX 401(K) PLAN | AUSTIN TX | 10,524 | $1.2B | $16.8M |
| 3 | CAES SYSTEMS LLC CAES 401(K) PLAN | SAN JOSE CA | 3,458 | $764.9M | $16.2M |
| 4 | COBHAM BENEFITS HOLDING, LLC CAES 401(K) PLAN | WILMINGTON DE | 222 | $762.4M | $15.6M |
| 5 | XPERI INC. XPERI INC. 401(K) PLAN | CALABASAS CA | 695 | $387.6M | $8.3M |
| 6 | MIPS HOLDING, INC. MIPS 401(K) PLAN | SANTA CLARA CA | 119 | $43.6M | $2.0M |
| 7 | BLACKLINE INC. BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WOODLAND HILLS CA | 1,106 | $184.0M | $1.8M |
| 8 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN | SANTA CLARA CA | 866 | $100.1M | $1.7M |
| 9 | NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON MA | 130 | $45.8M | $1.7M |
| 10 | USALCO, LLC USALCO, LLC 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 479 | $51.4M | $1.1M |
