Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund R6 Registered investment company in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AIRBNB, INC. AIRBNB 401(K) PLAN | SAN FRANCISCO CA | 4,320 | $981.8M | $4.4M |
| 2 | CONSENSUS CLOUD SERVICES LLC CONSENSUS RETIREMENT PLAN | LOS ANGELES CA | 401 | $44.5M | $581K |