Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Registered investment companies in their Schedule of Assets, totaling $5.3M 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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $4.9M |
| 2 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $216K |
| 3 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN |
MONTEREY CA |
| 163 |
| $11.4M |
| $102K |
| 4 | TYREE OIL, INC. TYREE 401(K) PLAN | EUGENE OR | 201 | $9.0M | $53K |
| 5 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $38K |
