Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon BNY Mellon Bond Market Index I in their Schedule of Assets, totaling $2.0M 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 | HERITAGE OPERATIONS GROUP, LLC HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN | BLOOMINGTON IL | 567 | $20.8M | $1.2M |
| 2 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA WA | 16,756 | $1.2B | $424K |
| 3 | PENN HIGHLANDS HEALTHCARE, INC. |
DUBOIS PA |
| 4,815 |
| $330.6M |
| $343K |
