Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Undiscovered Mgrs Behav Val R6 “ in their Schedule of Assets, totaling $4.5M 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 | UNITIL CORPORATION UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN | HAMPTON NH | 546 | $156.2M | $2.6M |
| 2 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $1.8M |
| 3 | DISCOVERY BUILDERS, INC. DISCOVERY BUILDERS, INC. 401 K PLAN |
ALAMO CA |
| 95 |
| $11.1M |
| $77K |
| 4 | TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO KS | 127 | $23.3M | $45K |
| 5 | VELOCITY CLINICAL RESEARCH, INC VELOCITY CLINICAL RESEARCH 401(K) PLAN | DURHAM NC | 1,016 | $35.6M | $10K |
| 6 | TENDER CARE MEDICAL SERVICES, INC. TENDER CARE401(K) PLAN | SPRING HILL FL | 164 | $1.1M | $3K |
