Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon BNY Mellon Appreciation Y in their Schedule of Assets, totaling $2.5M 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 | RMK MANAGEMENT RMK MANAGEMENT 401(K) PLAN | CHICAGO IL | 178 | $23.7M | $1.4M |
| 2 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN | CHICAGO IL | 138 | $20.9M | $1.2M |
