Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Upbound Group, Inc. Common Stock in their Schedule of Assets, totaling $8.2M 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 | UPBOUND GROUP, INC. UPBOUND 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 9,266 | $245.2M | $8.0M |
| 2 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $137K |
| 3 | PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY |
HARRISBURG PA |
| 275 |
| $212.1M |
| $3K |
