Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Undiscovered Managers Behavioral Value Mutual fund in their Schedule of Assets, totaling $11.1M 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 | INDEPENDENT STAVE COMPANY, LLC INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN | LEBANON MO | 2,307 | $112.9M | $7.0M |
| 2 | IH MISSISSIPPI VALLEY CREDIT UNION IH MISSISSIPPI VALLEY CREDIT UNION 401(K) PLAN & TRUST | MOLINE IL | 401 | $41.1M | $1.6M |
| 3 | HARRIS GROUP INC. |
SEATTLE WA |
| 86 |
| $28.4M |
| $1.2M |
| 4 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LEE COUNTY ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | NORTH FORT MYERS FL | 393 | $55.9M | $853K |
| 5 | CLYSAR, LLC CLYSAR, LLC 401(K) PLAN | CLINTON IA | 242 | $30.0M | $185K |
| 6 | TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH BEACON MENTAL HEALTH 403(B) RETIREMENT PLAN | KANSAS CITY MO | 198 | $8.0M | $121K |
| 7 | NEWCOMER FUNERAL SERVICE GROUP, INC. NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN | TOPEKA KS | 862 | $24.3M | $62K |
| 8 | LANDMARK BANCORP, INC. LANDMARK BANCORP, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN KS | 258 | $22.7M | $47K |
| 9 | MCCONNELL & ASSOCIATES, INC. MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORTH KANSAS CITY MO | 137 | $18.8M | $44K |
| 10 | UNIVERSITY OF SAINT MARY, INC UNIVERSITY OF SAINT MARY 401(K) RETIREMENT SAVINGS PLAN | LEAVENWORTH KS | 563 | $14.2M | $5K |
