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 R6 Fund " in their Schedule of Assets, totaling $6.0M 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 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $4.0M |
| 2 | SHARKNINJA MANAGEMENT COMPANY SHARKNINJA MANAGEMENT COMPANY EMPLOYEES SAVINGS PLAN | NEEDHAM MA | 1,554 | $170.0M | $465K |
| 3 | HELSINN THERAPEUTICS (U.S.), INC. |
ISELIN NJ |
| 41 |
| $17.3M |
| $406K |
| 4 | E2 CONSULTING ENGINEERS, INC. E2 CONSULTING ENGINEERS, INC. RETIREMENT SAVINGS PLAN | DENVER CO | 765 | $41.9M | $301K |
| 5 | MILLER MOTORCARS, INC. MILLER MOTORCARS, INC. 401(K) PLAN | GREENWICH CT | 181 | $23.8M | $295K |
| 6 | SERES THERAPEUTICS, INC. SERES THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 106 | $39.1M | $220K |
| 7 | ECCO USA, INC. ECCO USA, INC. 401K PLAN | SALEM NH | 484 | $27.0M | $93K |
| 8 | OAK HALL PRIVATE SCHOOL OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN | GAINESVILLE FL | 154 | $22.8M | $84K |
| 9 | TITAN ELECTRIC COMPANIES, LLC TITAN ELECTRIC 401(K) PLAN | TAMPA FL | 403 | $15.1M | $53K |
| 10 | TMS NEUROHEALTH CENTER, INC. GREENBROOK TMS 401(K) PLAN | MCLEAN VA | 414 | $9.1M | $14K |
