Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value Mutual funds in their Schedule of Assets, totaling $13.5M 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 | BOYD GAMING CORPORATION BOYD GAMING CORPORATION 401(K) PLAN AND TRUST | LAS VEGAS NV | 14,818 | $537.1M | $13.4M |
| 2 | CVRX, INC. CVRX, INC. 401(K) SAVINGS PLAN | MINNEAPOLIS MN | 194 | $11.7M | $108K |
