Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value I Mutual Fund in their Schedule of Assets, totaling $606K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YOUNG'S HOLDINGS, INC. YOUNG'S HOLDINGS, INC. 401(K) PLAN | ALISO VIEJO CA | 309 | $39.0M | $606K |
