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 Mutual fund in their Schedule of Assets, totaling $4.6M 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 | RUTAN & TUCKER, LLP RUTAN & TUCKER, LLP PROFIT SHARING PLAN | IRVINE CA | 173 | $170.6M | $1.5M |
| 2 | WAHL CLIPPER CORPORATION WAHL CLIPPER CORPORATION 401(K) PROFIT SHARING PLAN | STERLING IL | 906 | $139.1M | $933K |
| 3 | HANCOCK SALON, INC. D/B/A DELLARIA SALONS/LACLIQUE SALONS |
ALLSTON MA |
| 275 |
| $19.0M |
| $604K |
| 4 | BOSTON DYNAMICS, INC. BOSTON DYNAMICS, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 807 | $91.3M | $506K |
| 5 | FIREMON, LLC. FIREMON, LLC 401(K) PLAN | LENEXA KS | 171 | $26.4M | $317K |
| 6 | SAVIYNT, INC. SAVIYNT, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 448 | $29.4M | $289K |
| 7 | POLYMER CORPORATION POLYMER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ROCKLAND MA | 114 | $8.7M | $158K |
| 8 | BULL MOOSE TUBE COMPANY CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN | CHESTERFIELD MO | 293 | $38.0M | $144K |
| 9 | REVENUE ASSISTANCE CORP. THE REVENUE GROUP THE REVENUE ASSISTANCE CORP., 401(K) RETIREMENT PLAN | CLEVELAND OH | 232 | $6.9M | $108K |
| 10 | NS BRANDS, LTD NATURESWEET 401(K) PLAN | SAN ANTONIO TX | 111 | $10.7M | $32K |
