Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund-R6 " in their Schedule of Assets, totaling $5.3M 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 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA | ROMEOVILLE IL | 1,167 | $133.9M | $1.3M |
| 2 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $639K |
| 3 | TESSERE, INC. TESSERE, INC. 401(K) PLAN |
WICHITA KS |
| 150 |
| $13.4M |
| $600K |
| 4 | PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN | MELVILLE NY | 1,231 | $64.2M | $533K |
| 5 | STILES MACHINERY, INC. STILES MACHINERY, INC. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 568 | $83.2M | $503K |
| 6 | MANAFORT BROTHERS, INC. MANAFORT BROTHERS, INC. 401(K) PROFIT SHARING PLAN | PLAINVILLE CT | 199 | $39.6M | $364K |
| 7 | COMMERCIAL TOOL & DIE, INC. COMMERCIAL TOOL & DIE, INC. EMPLOYEE 401(K)/PROFIT SHARING PLAN | COMSTOCK PARK MI | 295 | $25.2M | $347K |
| 8 | CONNOISSEUR MEDIA, LLC CONNOISSEUR MEDIA, LLC 401(K) PLAN | WESTPORT CT | 247 | $10.7M | $301K |
| 9 | SEVERINO TRUCKING CO., INC. SEVERINO TRUCKING CO. INC. 401(K) PLAN & TRUST | CANDIA NH | 179 | $12.8M | $291K |
| 10 | NUSS PROFESSIONAL SERVICES GROUP NUSS PROFESSIONAL SERVICES GROUP 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 143 | $14.9M | $132K |
