Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undiscovered Managers Behavioral Value R6 Fund Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $2.2M |
| 2 | CREGGER COMPANY, INC. CREGGER CO., INC. 401(K) | IRMO SC | 949 | $53.6M | $719K |
| 3 | PREMIER ANESTHESIA OF PENNSYLVANIA, P.C. PREMIER ANESTHESIA 401(K) PLAN |
| 99 |
| $12.7M |
| $35K |
