Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Umb Financial Corp in their Schedule of Assets, totaling $17.6M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $4.9M |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $4.2M |
| 3 | NOKIA OF AMERICA CORPORATION |
MURRAY HILL NJ |
| 6,331 |
| $9.8B |
| $3.1M |
| 4 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $1.7M |
| 5 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $1.1M |
| 6 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $621K |
| 7 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS OH | 16,345 | $5.2B | $499K |
| 8 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $434K |
| 9 | LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEES LOCAL 68 ENGINEERS UNION ANNUITY PLAN | WEST CALDWELL NJ | 5,385 | $919.0M | $313K |
| 10 | BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN MO | 6,048 | $779.9M | $203K |
