Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Interest-Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking in their Schedule of Assets, totaling $2.3M 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 | PLATEAU SOFTWARE INC. PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN | FAIRFAX VA | 151 | $1.3M | $1.2M |
| 2 | ROTTLER PEST CONTROL COMPANY ROTTLER PEST CONTROL GROUP MEDICAL PLAN | CHARLACK MO | 175 | $1.4M | $655K |
| 3 | ORIGENE TECHNOLOGIES, INC. ORIGENE TECHNOLOGIES, INC. GROUP MEDICAL PLAN |
ROCKVILLE MD |
| 107 |
| $225K |
| $225K |
| 4 | HACKETTSTOWN IMAGING SERVICES, LLC HACKETTSTOWN IMAGING SERVICES, LLC EMPLOYEE BENEFIT PLAN | HACKETTSTOWN NJ | 243 | $597K | $189K |
| 5 | 2ND CHANCE TREATMENT CENTERS, LLC 2ND CHANCE TREATMENT CENTERS GROUP HEALTH BENEFIT PLAN | PHOENIX AZ | 0 | $31K | $24K |
