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 Midcap Index Investor Fund in their Schedule of Assets, totaling $5.2M 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 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | CHICAGO IL | 252 | $141.5M | $2.7M |
| 2 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $1.7M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN |
CHICAGO IA |
| 221 |
| $70.3M |
| $767K |
