Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Val R6 Undiscovered 0 in their Schedule of Assets, totaling $4.2M 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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $850K |
| 2 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA WI | 107 | $15.9M | $388K |
| 3 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN |
NEW LONDON CT |
| 278 |
| $40.3M |
| $351K |
| 4 | EMPLOYEE OWNED HOLDINGS, INC. EMPLOYEE OWNED HOLDINGS, INC. 401(K) PS PLAN | HOUSTON TX | 349 | $37.7M | $312K |
| 5 | ENERGY ENGINEERING ASSOCIATES, INC. ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 109 | $14.5M | $283K |
| 6 | SEESCAN, INC. SEESCAN, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 301 | $23.3M | $239K |
| 7 | THE LOOMIS COMPANY THE LOOMIS COMPANY 401(K) PROFIT SHARING PLAN | WYOMISSING PA | 321 | $20.9M | $238K |
| 8 | WALSWORTH, LLP WALSWORTH, LLP 401(K) PLAN | IRVINE CA | 112 | $28.7M | $227K |
| 9 | MIDWEST VISION PARTNERS MANAGEMENT HOLDINGS, LLC MIDWEST VISION PARTNERS 401(K) PLAN | CHICAGO IL | 1,428 | $57.8M | $199K |
| 10 | HALVIK CORP HALVIK CORP. 401(K) PLAN | VIENNA VA | 352 | $21.0M | $145K |
