Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UM Behavioral Value R6 Mutual Fund - in their Schedule of Assets, totaling $5.0M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $3.2M |
| 2 | ALTERYX, INC. ALTERYX, INC. RETIREMENT SAVINGS PLAN | IRVINE CA | 1,101 | $208.2M | $1.4M |
| 3 | RADY CHILDREN'S HOSPITAL- SAN DIEGO |
SAN DIEGO CA |
| 6,239 |
| $820.2M |
| $260K |
| 4 | RIVERSIDE ASSESSMENTS, LLC RIVERSIDE RETIREMENT SAVINGS PLAN | ITASCA IL | 359 | $30.5M | $93K |
