Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding UNDISCOVERED MGRS BHVL VAL A in their Schedule of Assets, totaling $7.8M 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 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 217 | $33.6M | $3.9M |
| 2 | SUMNERONE, INC. SUMNERONE, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 387 | $35.8M | $2.2M |
| 3 | RIGHTWORKS, LLC RIGHTWORKS, LLC 401(K) PLAN |
| 656 |
| $36.8M |
| $420K |
| 4 | RGBSI, INC. RAPID GLOBAL BUSINESS 401(K) PROFIT SHARING PLAN | TROY MI | 378 | $11.3M | $297K |
| 5 | FYTERTECH NONWOVENS, LLC FYTERTECH NONWOVENS, LLC 401K RETIREMENT SAVINGS PLAN | DE PERE WI | 187 | $11.6M | $170K |
| 6 | I3 BROADBAND, LLC I3 BROADBAND, LLC 401K AND PROFIT SHARING PLAN | EAST PEORIA IL | 343 | $8.3M | $138K |
| 7 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $136K |
| 8 | IRADIMED CORPORATION IRADIMED CORPORATION 401K PROFIT SHARING PLAN TRUST | ORLANDO FL | 153 | $14.9M | $133K |
| 9 | NIGHTINGALE NURSES LLC NIGHTINGALE NURSES 401K | BOCA RATON FL | 285 | $9.6M | $77K |
| 10 | SPENCER OGDEN SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 325 | $6.7M | $72K |
