Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undiscovered Managers Undiscovered Managers Behavioral Value Fund in their Schedule of Assets, totaling $581K 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 | ZOCDOC, INC. ZOCDOC RETIREMENT SAVINGS PLAN | NEWYORK NY | 646 | $60.0M | $432K |
| 2 | CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN | NEW YORK NY | 537 | $45.3M | $92K |
| 3 | GREAT NECK TOOLS, INC. 401(K) PLAN GREAT NECK TOOLS, INC. 401(K) PLAN |
MINEOLA NY |
| 421 |
| $20.5M |
| $56K |
