Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BNY Mellon BNY Mellon Dynamic Value Fund in their Schedule of Assets, totaling $2.7M 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 | ZIN TECHNOLOGIES, INC. ZIN TECHNOLOGIES, INC. 401(K) PLAN | MIDDLEBURG HEIGHTS OH | 239 | $49.3M | $2.2M |
| 2 | SHODEEN GROUP, LLC SHODEEN GROUP, LLC 401(K) PLAN | GENEVA IL | 119 | $14.0M | $474K |
| 3 | OPTIMA MEDICAL MANAGEMENT GROUP, INC. OPTIMA MEDICAL MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN |
SAN DIEGO CA |
| 176 |
| $2.8M |
| $61K |
| 4 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $6K |
