Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value Mutual fund - in their Schedule of Assets, totaling $4.4M 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 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. INCOMM 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,042 | $276.6M | $2.1M |
| 2 | JOHN A. MARSHALL COMPANY JOHN A. MARSHALL COMPANY 401(K) PROFIT SHARING PLAN | LENEXA KS | 109 | $23.5M | $811K |
| 3 | PHE, INC. |
HILLSBOROUGH NC |
| 228 |
| $39.4M |
| $532K |
| 4 | LONE ROCK TIMBER MANAGEMENT LLC LONE ROCK RESOURCES 401(K) AND PROFIT SHARING PLAN | ROSEBURG OR | 487 | $36.2M | $420K |
| 5 | LEONARD HOLDING COMPANY LEONARD HOLDING COMPANY 401(K) PLAN | SAN ANTONIO TX | 473 | $18.5M | $344K |
| 6 | CHUGACH ALASKA CORPORATION CHUGACH SAFE HARBOR 401(K) PLAN | ANCHORAGE AK | 231 | $15.1M | $207K |
| 7 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO MA | 1,474 | $17.5M | $36K |
| 8 | HEALTH DATA VISION, INC. REVELEER 401(K) PLAN | GLENDALE CA | 297 | $7.3M | $15K |
| 9 | TWIN CITY MOTORS, INC. TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN | ALCOA TN | 254 | $21.3M | $5K |
