Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $14.3M 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 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $4.5M |
| 2 | GROUPER ACQUISITION COMPANY, LLC D/B/A SHILOH INDUSTRIES NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 1,313 | $148.4M | $3.4M |
| 3 | ORTHOARKANSAS, P.A. |
LITTLE ROCK AR |
| 312 |
| $61.1M |
| $2.3M |
| 4 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $1.8M |
| 5 | PLUMBERS & PIPEFITTERS OF SOUT THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASKA EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN | JUNEAU AK | 152 | $29.6M | $507K |
| 6 | REID PETROLEUM CORPORATION REID 401(K) PROFIT SHARING & RETIREMENT PLAN | LOCKPORT NY | 581 | $18.7M | $421K |
| 7 | AGRI-COVER, INC. AGRI-COVER, INC. 401(K) PLAN | JAMESTOWN ND | 168 | $15.4M | $342K |
| 8 | C3.AI, INC. C3.AI, INC. 401(K) PLAN | REDWOOD CITY CA | 785 | $60.1M | $299K |
| 9 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $261K |
| 10 | BUITONI FOOD COMPANY BUITONI FOOD COMPANY 401(K) PLAN | CHICAGO IL | 279 | $6.3M | $122K |
