Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Undiscovered Mgrs Behavioral Value r6 # in their Schedule of Assets, totaling $20.9M 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 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $6.3M |
| 2 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $2.7M |
| 3 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN |
HADDON HEIGHTS NJ |
| 192 |
| $63.1M |
| $1.7M |
| 4 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $1.7M |
| 5 | CHS EMPLOYEE GROUP, LLC CHS EMPLOYEE GROUP, LLC 401(K) RETIREMENT PLAN | BRENTWOOD TN | 1,801 | $100.4M | $1.4M |
| 6 | FRANKLIN MANAGEMENT, INC. DON FRANKLIN AUTO 401(K) PLAN | SOMERSET KY | 788 | $18.7M | $1.2M |
| 7 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $797K |
| 8 | CHARTER OAK FEDERAL CREDIT UNION CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN | WATERFORD CT | 154 | $34.3M | $635K |
| 9 | VOGEL HOLDING, INC. VOGEL RETIREMENT PLAN | MARS PA | 623 | $31.8M | $628K |
| 10 | NONIN MEDICAL, INC. NONIN MEDICAL 401(K) PLAN | PLYMOUTH MN | 140 | $26.2M | $588K |
