Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon Appreciation Y in their Schedule of Assets, totaling $641K 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 | BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING IRONWORKERS LOCAL NO 55 PROFIT SHARING ANNUITY PLAN AND TRUST FUND | HOLLAND OH | 696 | $68.0M | $453K |
| 2 | PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY AL | 199 | $3.4M | $188K |
| 3 | DATA SEARCH NY INC. DBA TRAKAMERICA |
BONITA SPRINGS FL |
| 321 |
| $8.4M |
| $33 |
