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 Pooled Separate Account ● in their Schedule of Assets, totaling $600K 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 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN | KENT WA | 232 | $34.4M | $460K |
| 2 | LANZ CABINET SHOP, INC. LANZ CABINETS RETIREMENT PLAN | EUGENE OR | 243 | $10.6M | $100K |
| 3 | MOTOR VEHICLE SOFTWARE CORPORATION MOTOR VEHICLE SOFTWARE CORPORATION 401(K) PLAN |
AGOURA HILLS CA |
| 435 |
| $18.2M |
| $39K |
