Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Mutual fund n/a in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALNYLAM PHARMACEUTICALS, INC. ALNYLAM PHARMACEUTICALS, INC. SAVINGS & INVESTMENT PLAN | CAMBRIDGE MA | 1,815 | $344.0M | $2.4M |
| 2 | BAILEY'S CONSOLIDATED SERVICES, LLC BAILEY'S MOVING & STORAGE 401(K) AND PROFIT SHARING PLAN | NORTH SALT LAKE UT | 311 | $8.5M | $23K |
| 3 | BAILEY'S HOLDING COMPANY, INC. |
NORTH SALT LAKE UT |
| 329 |
| $7.6M |
| $4K |
| 4 | EAGLE REDI-MIX CONCRETE, LLC EAGLE REDI-MIX CONCRETE, LLC 401(K) RETIREMENT PLAN | TULSA OK | 228 | $5.6M | $2K |