Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $2.0B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Bnym Mellon Afl-cio SL Stock Index, Bnym Mellon AFL CIO SL Stock Index, Bnym Mellon-afl-cio SL Stock Index. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CAL CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | COVINA CA | 25,831 | $3.7B | $647.3M |
| 2 | AFL-CIO STAFF RETIREMENT PLAN CONGRESS OF INDUSTRIAL ORGANIZATIONS AFL-CIO STAFF RETIREMENT PLAN | WASHINGTON DC | 1,161 | $713.3M | $238.1M |
| 3 | BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN | CONCORD CA | 39,903 | $2.9B | $126.6M |
| 4 | TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND | ELMWOOD PARK NJ | 349 | $735.9M | $123.9M |
| 5 | BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS NY | 49,655 | $449.9M | $114.4M |
| 6 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $105.7M |
| 7 | BOARD OF TRUSTEES, SAN DIEGO COUNTY CONSTRUCTION SAN DIEGO COUNTY CONSTRUCTION LABORERS' PENSION TRUST FUND | COVINA CA | 3,359 | $461.5M | $99.9M |
| 8 | INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (AFL-CIO)EMPLOYERS' PE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION AFL-CIO EMPLOYERS PENSION FUND | HOLLYWOOD FL | 1,966 | $422.4M | $95.5M |
| 9 | BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLAN NURSES AND LOCAL 813 IBT RETIREMENT PLAN | LONG ISLAND CITY NY | 2,162 | $613.1M | $93.4M |
| 10 | BOARD OF TRUSTEES OF ROOFERS PENSION FUND ROOFERS PENSION FUND | OAK BROOK IL | 2,046 | $529.5M | $88.6M |
