Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding UNDISCOVERED MGRS BHVR VAL R2 in their Schedule of Assets, totaling $2.8M 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 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $1.2M |
| 2 | TRISH MCEVOY LTD. TRISH MCEVOY LTD. 401(K) PLAN | CARLSTADT NJ | 201 | $9.1M | $908K |
| 3 | ST. JOHNLAND NURSING CENTER, INC THE NEW ST. JOHNLAND NURSING 401(K) PLAN |
KINGS PARK NY |
| 242 |
| $8.5M |
| $145K |
| 4 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $131K |
| 5 | GOLF STIX DBA 2ND SWING GOLF 2ND SWING GOLF 401K PLAN | EDEN PRAIRIE MN | 264 | $10.7M | $124K |
| 6 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $63K |
| 7 | NOW OPTICS LLC NOW OPTICS LLC 401K PLAN | DELRAY BEACH FL | 1,124 | $9.1M | $60K |
| 8 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $41K |
| 9 | FREEALLIANCE.COM LLC FREEALLIANCE.COM LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 413 | $5.2M | $36K |
| 10 | ACL AIRSHOP, LLC ACL AIRSHOP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | GREENVILLE SC | 122 | $2.5M | $30K |
