Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Val R6 Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | VALLEY PRESBYTERIAN HOSPITAL 401(A) VALLEY PRESBYTERIAN HOSPITAL DEFINED CONTRIBUTION PLAN | VAN NUYS CA | 1,352 | $77.6M | $569K |
| 2 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN | SOUTHFIELD MI | 371 | $46.5M | $480K |
