Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Fund # in their Schedule of Assets, totaling $49.3M 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 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $7.3M |
| 2 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $4.5M |
| 3 | LEXICON MANAGEMENT GROUP, INC. |
LITTLE ROCK AR |
| 2,463 |
| $82.5M |
| $3.7M |
| 4 | GROUPER ACQUISITION COMPANY, LLC D/B/A SHILOH INDUSTRIES NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 1,313 | $148.4M | $3.4M |
| 5 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $3.1M |
| 6 | ORTHOARKANSAS, P.A. ORTHOARKANSAS, P.A. PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 312 | $61.1M | $2.3M |
| 7 | MODERNATX, INC. MODERNATX, INC. 401(K) PLAN | CAMBRIDGE MA | 4,822 | $501.7M | $2.2M |
| 8 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $1.8M |
| 9 | THE MASCHHOFFS THE MASCHHOFFS 401(K) PLAN | CARLYLE IL | 833 | $45.6M | $1.7M |
| 10 | BROOK & WHITTLE LIMITED BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,795 | $91.9M | $1.6M |
