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 Mutual funds 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 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $1.2M |
| 2 | ALICE AND OLIVIA, LLC ALICE AND OLIVIA, LLC 401(K) PLAN | SECAUCUS NJ | 332 | $13.6M | $498K |
| 3 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK |
| 1,183 |
| $85.5M |
| $229K |
| 4 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $119K |
