Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value Fund " in their Schedule of Assets, totaling $737K 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 | ORBIMED ADVISORS, L.L.C. ORBIMED ADVISORS, L.L.C. 401(K) RETIREMENT PLAN | NEW YORK NY | 87 | $76.4M | $445K |
| 2 | JOHN L. SCOTT, INC. JOHN L. SCOTT, INC. 401(K) SALARY SAVINGS PLAN | BELLEVUE WA | 164 | $14.1M | $257K |
| 3 | CLICKSTOP, INC. CLICKSTOP, INC. 401(K) PLAN |
URBANA IA |
| 326 |
| $12.3M |
| $35K |
