Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value R6 Mutual fund -- in their Schedule of Assets, totaling $21.7M 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 | BOSE CORPORATION BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | FRAMINGHAM MA | 1,638 | $680.9M | $8.9M |
| 2 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN | PLEASANTON CA | 215 | $65.1M | $2.3M |
| 3 | HARGIS ENGINEERS, INC. HARGIS ENGINEERS 401(K) PLAN |
SEATTLE WA |
| 165 |
| $43.2M |
| $1.2M |
| 4 | ADVANTAGE CAPITAL MANAGEMENT CORPORATION ADVANTAGE CAPITAL 401(K) PLAN | NEW ORLEANS LA | 197 | $49.0M | $1.0M |
| 5 | MEDICAL SERVICES OF AMERICA, INC. MEDICAL SERVICES OF AMERICA, INC. 401(K) RETIREMENT PLAN | LEXINGTON SC | 1,349 | $47.3M | $795K |
| 6 | WOODLANDS MEDICAL SPECIALISTS PA WOODLANDS 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 270 | $37.7M | $790K |
| 7 | MIDSTATES BANCSHARES, INC. MIDSTATES BANCSHARES, INC. 401(K) PLAN | HARLAN IA | 111 | $12.5M | $490K |
| 8 | CARMEL PARTNERS MANAGEMENT LLC CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 307 | $49.1M | $408K |
| 9 | RESORTS WORLD LAS VEGAS, LLC GENTING USA 401(K) PLAN | JAMAICA NY | 6,397 | $123.7M | $400K |
| 10 | CCU COAL AND CONSTRUCTION LLC CCU COAL AND CONSTRUCTION 401(K) & PROFIT SHARING PLAN | COSHOCTON OH | 175 | $10.7M | $356K |
