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 Equity Income Fund Class I in their Schedule of Assets, totaling $4.9M 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 | PROFESSIONAL COMPOUNDING CENTERS PCCA EMPLOYEES' 401(K) SAVINGS PLAN | HOUSTON TX | 364 | $46.5M | $4.0M |
| 2 | APEX CAPITAL CORP APEX CAPITAL CORP 401(K) PLAN | FORT WORTH TX | 394 | $38.2M | $915K |
