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-R6 (i) in their Schedule of Assets, totaling $972K 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 | KLX ENERGY SERVICES HOLDINGS, INC KLX ENERGY SERVICES 401(K) PLAN | HOUSTON TX | 1,694 | $98.3M | $351K |
| 2 | EMPLOYEE OWNED HOLDINGS, INC. EMPLOYEE OWNED HOLDINGS, INC. 401(K) PS PLAN | HOUSTON TX | 349 | $37.7M | $312K |
| 3 | KLX ENERGY SERVICES HOLDINGS, INC KLX ENERGY SERVICES 401(K) PLAN |
HOUSTON TX |
| 1,860 |
| $83.9M |
| $308K |
