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 Registered investment company in their Schedule of Assets, totaling $53.1M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $39.8M |
| 2 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST | ST. LOUIS MO | — | $296.0M | $4.9M |
| 3 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER RETIREMENT SAVINGS PLAN |
CHICO CA |
| 4,107 |
| $402.8M |
| $3.8M |
| 4 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CHICO CA | 3,698 | $244.0M | $2.1M |
| 5 | NORTHWEST SURGICAL SPECIALISTS, P.C. NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 417 | $105.2M | $1.4M |
| 6 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN | RICHARDSON TX | 10,575 | $253.7M | $694K |
| 7 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $215K |
| 8 | ELEVATIONS CREDIT UNION ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN | BOULDER CO | 573 | $78.2M | $209K |
| 9 | IPSWICH SHELLFISH COMPANY, INC. IPSWICH SHELLFISH COMPANY, INC. 401(K) PLAN | IPSWICH MA | 203 | $17.5M | $60K |
| 10 | ZIMENO, INC DBA MONARCH TRACTOR MONARCH TRACTOR 401K PLAN | LIVERMORE CA | 154 | $4.1M | $52K |
