Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value R6 Registered investment company in their Schedule of Assets, totaling $12.3M 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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $6.8M |
| 2 | LYDIG CONSTRUCTION, INC. LYDIG CONSTRUCTION, INC. 401(K) PLAN | SPOKANE VALLEY WA | 139 | $54.2M | $2.3M |
| 3 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN |
FORT LEE NJ |
| 3,304 |
| $85.4M |
| $893K |
| 4 | PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY PENN NATIONAL INSURANCE 401(K) RETIREMENT SAVINGS PLAN | HARRISBURG PA | 801 | $217.6M | $493K |
| 5 | KYRIBA CORP KYRIBA 401(K) PLAN | SAN DIEGO CA | 306 | $39.2M | $463K |
| 6 | EMBARK CONSULTING, LLC EMBARK CONSULTING, LLC 401(K) PLAN | DALLAS TX | 575 | $40.3M | $375K |
| 7 | AGILITECH AGILITECH 401K PROFIT SHARING PLAN | BAKERSFIELD CA | 89 | $12.4M | $223K |
| 8 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $164K |
| 9 | SYSCOM GLOBAL SOLUTIONS INC. DBA SYSCOM GS SYSCOM GLOBAL SOLUTIONS INC. 401(K) PLAN | NEW YORK NY | 114 | $15.3M | $106K |
| 10 | INTEGRATED DATA SERVICES, LLC INTEGRATED DATA SERVICES EMPLOYEES' 401(K) PLAN | HENDERSON NV | 283 | $39.2M | $104K |
