Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Bank of New York Mellon Corp/The in their Schedule of Assets, totaling $5.4M 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 | HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU HI | 430 | $316.2M | $1.8M |
| 2 | HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU HI | 440 | $102.6M | $1.4M |
| 3 | HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND |
HONOLULU HI |
| 439 |
| $108.9M |
| $359K |
| 4 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND | PHILADELPHIA PA | 14,943 | $2.2B | $316K |
| 5 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND | PHILADELPHIA PA | 11,342 | $1.1B | $300K |
| 6 | CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. | ST LOUIS MO | 3,672 | $1.2B | $253K |
| 7 | LOCAL 665 I.A.T.S.E. ANNUITY PLAN LOCAL 665 I.A.T.S.E. ANNUITY PLAN | HONOLULU HI | 690 | $24.8M | $151K |
| 8 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND MASON TENDERS' DISTRICT COUNCIL PENSION FUND | NEW YORK NY | 8,766 | $2.0B | $146K |
| 9 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUND EASTERN ATLANTIC STATES CARPENTERS PENSION FUND | PHILADELPHIA PA | 12,161 | $5.0B | $139K |
| 10 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND | WILMINGTON MA | 10,412 | $3.8B | $76K |
