Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value R6 Mutual fund n/a in their Schedule of Assets, totaling $1.6M 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 | INTEGRATED SERVICE COMPANY LLC INSERV 401(K) PLAN | TULSA OK | 1,917 | $28.6M | $504K |
| 2 | THE ALBERT M. HIGLEY CO., LLC THE ALBERT M. HIGLEY COMPANY EMPLOYEES RETIREMENT PLAN & TRUST | CLEVELAND OH | 139 | $17.6M | $221K |
| 3 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN |
MIDLAND TX |
| 234 |
| $32.0M |
| $217K |
| 4 | BLACKBEARD OPERATING, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 253 | $29.4M | $204K |
| 5 | PACIFIC RECREATION ASSOCIATES BELLEVUE CLUB SAVINGS PLAN | BELLEVUE WA | 323 | $11.4M | $153K |
| 6 | LIGHT WAVE DENTAL MANAGEMENT, LLC LIGHTWAVE DENTAL RETIREMENT PLAN | WOODBRIDGE VA | 1,736 | $53.7M | $121K |
| 7 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $93K |
| 8 | BLACKBEARD MANAGEMENT, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 280 | $19.6M | $54K |
