Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Undiscovered Mgrs Behav Val R6 Mutual fund in their Schedule of Assets, totaling $3.3M 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 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $1.9M |
| 2 | TORTOISE PARENT HOLDCO, LLC TORTOISE 401(K) PLAN | OVERLAND PARK KS | 38 | $20.0M | $512K |
| 3 | ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C. ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN |
BETHLEHEM PA |
| 253 |
| $104.1M |
| $433K |
| 4 | WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON INC WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 520 | $67.1M | $246K |
| 5 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $145K |
| 6 | MIAMI COUNTRY DAY SCHOOL MIAMI COUNTRY DAY SCHOOL RETIREMENT PLAN | MIAMI FL | 384 | $52.8M | $57K |
| 7 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $12K |
| 8 | SIGNAL HILL PETROLEUM, INC. SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN | SIGNAL HILL CA | 112 | $27.6M | $7K |
