Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Umb Financial Corp. Common Stock in their Schedule of Assets, totaling $4.8M 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 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $4.2M |
| 2 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $299K |
| 3 | TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM |
COLUMBIA MD |
| 644 |
| $85.6M |
| $124K |
| 4 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $66K |
| 5 | JOINT BOARD OF TRUSTEES EDWARD W. SPARROW HOSPITAL ASSOCIATION MNA EMPLOYEES HEALTH REIMBURSEMENT ARRANGEMENT | LANSING MI | 1,286 | $27.4M | $15K |
| 6 | KOPP GLASS, INC. PENSION PLAN FOR EMPLOYEES OF KOPP GLASS, INC. | PITTSBURGH PA | 29 | $19.3M | $5K |