Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding UM Behavioral Value Fund Mutual Fund in their Schedule of Assets, totaling $8.0M 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 | LOWE ENTERPRISES, INC. LOWE ENTERPRISES, INC. AND CORALTREE HOSPITALITY GROUP LLC EMPLOYEE 401(K) PLAN | LOS ANGELES CA | 6,288 | $217.8M | $8.0M |
