Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Val R6 Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | ROYAL CARIBBEAN CRUISES LTD. ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN | MIAMI FL | 4,275 | $787.2M | $3.3M |
| 2 | PROG HOLDINGS, INC. PROG HOLDINGS EMPLOYEE RETIREMENT PLAN | DRAPER UT | 1,416 | $69.6M | $329K |
| 3 | KFI ENGINEERS, PC KFI ENGINEERS 401(K) PLAN |
ST. PAUL MN |
| 273 |
| $35.3M |
| $131K |
| 4 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $129K |
| 5 | ANKROM MOISAN ARCHITECTS INC ANKROM MOISAN ARCHITECTS 401(K) PLAN | PORTLAND OR | 146 | $28.2M | $36K |
| 6 | MARK PORTER AUTO GROUP, INC. MARK PORTER AUTO GROUP, INC. 401(K) PLAN | POMEROY OH | 250 | $4.7M | $17K |
