Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Managers Behavorial Value Fund Mutual fund in their Schedule of Assets, totaling $116K 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 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $81K |
| 2 | NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN, S.C. NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN,S.C. PROFIT SHARING PLAN AND TRUST | NEENAH WI | 174 | $32.6M | $35K |
