Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Managers UM Behavioral Value Fund R6 in their Schedule of Assets, totaling $2.5M 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 | SH GROUP, INC. SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 548 | $140.7M | $2.0M |
| 2 | ARTICLE STUDENT LIVING LLC ARTICLE STUDENT LIVING 401(K) PLAN | CHICAGO IL | 743 | $17.2M | $494K |
