Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bank of New York Mellon Dynamic Value Y Fund in their Schedule of Assets, totaling $1.5M 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 | FOUNDEVER OPERATING CORPORATION FOUNDEVER OPERATING CORPORATION 401(K) PLAN | NASHVILLE TN | 9,673 | $105.6M | $1.5M |
