Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Undiscovered Managers Um Behavioral Val R6 in their Schedule of Assets, totaling $3.8M 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 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $2.0M |
| 2 | HENRY SCHEIN ONE, LLC HENRY SCHEIN ONE 401(K) PLAN | AMERICAN FORK UT | 1,299 | $85.8M | $1.1M |
| 3 | MGPI PROCESSING, INC. MGP INGREDIENTS NON-UNION 401(K) & PROFIT SHARING PLAN |
ATCHISON KS |
| 396 |
| $58.4M |
| $520K |
| 4 | IOVINO ENTERPRISES, LLC IOVINO ENTERPRISES, LLC 401(K) PLAN | GREAT NECK NY | 401 | $50.0M | $159K |
| 5 | CEREBRAL, INC. CEREBRAL INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLAYMONT DE | 204 | $7.2M | $94K |
