Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Undiscovered Mgrs Undiscovered Mgrs Behavioral Value R6 in their Schedule of Assets, totaling $619K 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 | CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND NJ | 236 | $137.1M | $367K |
| 2 | DEFENDERS OF WILDLIFE DEFENDERS OF WILDLIFE PENSION PLAN | WASHINGTON DC | 108 | $11.9M | $210K |
| 3 | SOUNDS TRUE INC. SOUNDS TRUE INC. 401(K) PLAN |
LAFAYETTE CO |
| 70 |
| $7.1M |
| $30K |
| 4 | LEADERS HOLDING COMPANY LEADERS HOLDING COMPANY 401(K) PLAN | LARGO FL | 149 | $3.3M | $12K |