Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Undiscovered Mngrs Bhvrl Val Fund R6 Mutual Fund N/A in their Schedule of Assets, totaling $105K 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 | COMFORT BRIDGE DBA CARE SYNERGY CARE SYNERGY 403(B) PLAN | DENVER CO | 676 | $35.0M | $105K |
