Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding UNDISCOVERED MGRS BHVL VAL L in their Schedule of Assets, totaling $9.2M 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 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $3.4M |
| 2 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $1.6M |
| 3 | BENQ AMERICA CORP BENQ AMERICA CORP 401K PLAN |
COSTA MESA CA |
| 151 |
| $24.0M |
| $1.3M |
| 4 | SUPERIOR DAIRY, INC. SUPERIOR DAIRY, INC. 401(K) SAVINGS PLAN & TRUST | CANTON OH | 66 | $10.4M | $1.0M |
| 5 | SUPERIOR DAIRY, INC. SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN | CANTON OH | 234 | $10.6M | $557K |
| 6 | INLAND MANAGEMENT, LLC INLAND MANAGEMENT LLC 401(K) SAVINGS PLAN | WILLIAMSTOWN MA | 89 | $19.1M | $451K |
| 7 | CRYSTAL WINDOW AND DOOR SYSTEMS CRYSTAL WINDOW & DOOR SYSTEMS LTD 401(K) PS PLAN & TRUST | FLUSHING NY | 533 | $19.2M | $296K |
| 8 | HIGHLAND BAKING COMPANY, INC. HIGHLAND BAKING COMPANY, INC. 401(K) PROFIT SHARING PLAN | NORTHBROOK IL | 469 | $18.0M | $270K |
| 9 | SAVINO DEL BENE USA, INC. SAVINO DEL BENE USA, INC. 401(K) PROFIT SHARING PLAN | AVENEL NJ | 518 | $26.7M | $116K |
| 10 | KOREAN COMMUNITY SERVICES INC. KOREAN COMMUNITY SERVICES INC 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 185 | $4.2M | $70K |
