Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund R6 Mutual fund - in their Schedule of Assets, totaling $3.1M 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 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $1.0M |
| 2 | GBBN ARCHITECTS, INC. GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 125 | $33.1M | $950K |
| 3 | ROHRICH AUTOMOTIVE GROUP ROHRICH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN |
PITTSBURGH PA |
| 409 |
| $17.3M |
| $396K |
| 4 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN | PARAMUS NJ | 2,285 | $75.7M | $317K |
| 5 | BCP MANAGEMENT SERVICES, LLC KINETIK 401(K) PLAN | HOUSTON TX | 466 | $27.8M | $166K |
| 6 | BOULDERCENTRE FOR ORTHOPEDICS, P.C. BOULDERCENTRE FOR ORTHOPEDICS, P.C. PROFIT SHARING PLAN | BOULDER CO | 128 | $13.1M | $123K |
| 7 | HIGHLIGHTS FOR CHILDREN, INC. HIGHLIGHTS FAMILY OF COMPANIES RETIREMENT PLAN | COLUMBUS OH | 411 | $73.3M | $106K |
| 8 | LUVATA WATERBURY, INC. LUVATA WATERBURY 401(K) RETIREMENT SAVINGS PLAN | WATERBURY CT | 115 | $11.8M | $52K |
