Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Undiscovered Mgrs Behav Val R6 Registered investment company in their Schedule of Assets, totaling $31.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $11.3M |
| 2 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN | PHILADELPHIA PA | 455 | $338.0M | $6.9M |
| 3 | WATKINS ASSOCIATED INDUSTRIES, INC. WATKINS ASSOCIATED INDUSTRIES, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN |
ATLANTA GA |
| 2,300 |
| $135.6M |
| $3.2M |
| 4 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $2.2M |
| 5 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $1.7M |
| 6 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $1.7M |
| 7 | DIXIE CHEMICAL COMPANY, INC. DIXIE CHEMICAL COMPANY, INC. 401(K) PLAN | PASADENA TX | 172 | $27.1M | $1.1M |
| 8 | SUPER STORE INDUSTRIES SUPER STORE INDUSTRIES 401(K) PLAN | LATHROP CA | 312 | $107.2M | $966K |
| 9 | FORTNA SYSTEMS, INC. FORTNA 401(K) PLAN | MT. WASHINGTON KY | 1,822 | $148.0M | $654K |
| 10 | TORTOISEECOFIN INVESTMENTS, LLC TORTOISEECOFIN INVESTMENTS 401(K) PLAN | OVERLAND PARK KS | 107 | $19.7M | $532K |
