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 R6 in their Schedule of Assets, totaling $7.6M 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 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $6.7M |
| 2 | THE VANE BROTHERS COMPANY THE VANE BROTHERS COMPANY RETIREMENT SAVINGS PLAN | BALTIMORE MD | 781 | $94.6M | $501K |
| 3 | POSILLICO CIVIL, INC. POSILLICO 401(K) PROFIT SHARING PLAN |
FARMINGDALE NY |
| 685 |
| $66.0M |
| $452K |
