Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Bank of New York Mellon in their Schedule of Assets, totaling $124.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NASH HOLDINGS LLC PENSION PLAN FOR THE WASHINGTON POST AND COMPANIES | SEATTLE WA | 1,915 | $594.9M | $44.3M |
| 2 | GENERALI - U.S. BRANCH PENSION PLAN FOR EMPLOYEES OF GENERALI - US BRANCH | NEW YORK NY | 9 | $36.7M | $36.4M |
| 3 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN |
ST. PAUL MN |
| 27,531 |
| $4.2B |
| $17.2M |
| 4 | POWERTRAIN ROCKFORD, INC. PEN AGREEMENT ROCKFORD POWERTRAIN INC & UAW AND ITS LOCAL 803 | LOVES PARK IL | 8 | $17.1M | $16.8M |
| 5 | MCKESSON CORPORATION MCKESSON CORPORATION 401(K) RETIREMENT SAVINGS PLAN | IRVING TX | 26,640 | $5.7B | $7.1M |
| 6 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION MASTER TRUST | READING PA | — | $90.9M | $1.2M |
| 7 | GKN AMERICA CORP. GKN NORTH AMERICA CONSOLIDATED PENSION PLAN | AUBURN HILLS MI | 628 | $144.8M | $783K |
| 8 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY | 721 | $157.4M | $148K |
| 9 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $136K |
| 10 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN | HARRIMAN NY | 1,155 | $161.2M | $105K |
