Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value R6 Mutual funds in their Schedule of Assets, totaling $3.1M 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 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $627K |
| 2 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $454K |
| 3 | CENTREVILLE SAVINGS BANK CENTREVILLE SAVINGS BANK 401(K) PLAN |
| 248 |
| $31.9M |
| $389K |
| 4 | NORTHWIRE, INC. NORTHWIRE, INC. 401(K) PLAN | OSCEOLA WI | 158 | $14.3M | $385K |
| 5 | GRAHAM GROUP (US) INC. GRAHAM GROUP US 401(K) PLAN | SEATTLE WA | 192 | $58.3M | $231K |
| 6 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $225K |
| 7 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 394 | $45.0M | $193K |
| 8 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST | SALINA KS | 107 | $44.0M | $123K |
| 9 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $106K |
| 10 | PACIFIC HOTEL MANAGEMENT, LLC PACIFIC HOTEL MANAGEMENT, LLC 401(K) PLAN | SAN MATEO CA | 499 | $7.2M | $81K |
