Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Um Behavioral Val R6 Mutual Fund in their Schedule of Assets, totaling $10.9M 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 | PLASTICS FAMILY HOLDINGS, INC. PLASTICS FAMILY HOLDINGS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | IRVING TX | 1,157 | $109.0M | $2.8M |
| 2 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $2.2M |
| 3 | SECURUS TECHNOLOGIES, LLC |
PLANO TX |
| 1,447 |
| $125.0M |
| $2.0M |
| 4 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $1.1M |
| 5 | EXTRA SPACE MANAGEMENT, INC. EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN | SALT LAKE CITY UT | 8,740 | $168.4M | $904K |
| 6 | EWING MARION KAUFFMAN FOUNDATION EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM | KANSAS CITY MO | 95 | $46.0M | $828K |
| 7 | ENCINO ENERGY, LLC ENCINO ENERGY 401(K) PLAN | HOUSTON TX | 270 | $52.7M | $598K |
| 8 | MYSTIC, INC. HERMAN KAY COMPANY, INCORPORATED EMPLOYEE 401K SAVINGS PLAN | NEW YORK NY | 118 | $22.1M | $229K |
| 9 | TEXAS TRANSEASTERN, INC. TEXAS TRANSEASTERN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PASADENA TX | 554 | $7.9M | $79K |
| 10 | COMPREHENSIVE LOGISTICS CO., LLC COMPREHENSIVE LOGISTICS CO., LLC EMPLOYEE RETIREMENT PLAN | VIENNA OH | 1,794 | $16.3M | $55K |
