Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding UM BEHAVIORAL VAL L Mutual Fund in their Schedule of Assets, totaling $667K 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 | SI EAST LLC SI EAST LLC 401(K) PLAN | CHARLOTTE NC | 152 | $10.4M | $434K |
| 2 | INDUSTRIAL DYNAMICS CO. LTD FILTEC 401(K) PLAN | TORRANCE CA | 82 | $14.2M | $233K |
