Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Um Behavioral Val R6 Mutual Fund N/A in their Schedule of Assets, totaling $1.0M 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 | NEXTWORLD, LLC NEXTWORLD 401(K) PLAN | GREENWOOD VILLAGE CO | 364 | $49.1M | $405K |
| 2 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $268K |
| 3 | HOGAN RESOURCES LLC HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN | CENTERVILLE UT | 432 | $19.8M | $217K |
| 4 | UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY AMERICAN PREPARATORY ACADEMY 401(K) PLAN | DRAPER UT | 361 | $16.5M | $121K |
| 5 | OQUIRRH MOUNTAIN LAW GROUP, PC OQUIRRH MOUNTAIN LAW GROUP, PC 401 (K) | SALT LAKE CITY UT | 37 | $3.4M | $16K |
| 6 | JOHN C. HEATH, ATTORNEY AT LAW, PLLC LEXINGTON LAW FIRM 401(K) PLAN | SALT LAKE CITY UT | 56 | $3.3M | $13K |
