Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BNY Mellon BNY Mellon Natural Resources Fund in their Schedule of Assets, totaling $8.6M 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 | NEXTEER AUTOMOTIVE CORPORATION NEXTEER AUTOMOTIVE SALARIED 401(K) RETIREMENT PLAN | SAGINAW MI | 1,271 | $398.6M | $5.1M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $1.7M |
| 3 | NEXTEER AUTOMOTIVE CORPORATION |
SAGINAW MI |
| 1,913 |
| $174.2M |
| $880K |
| 4 | BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN | DES MOINES IA | 168 | $62.8M | $535K |
| 5 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON CT | 107 | $30.9M | $252K |
| 6 | H & M METAL PROCESSING H & M METAL PROCESSING 401(K) RETIREMENT PLAN | AKRON OH | 70 | $6.5M | $232K |
| 7 | DELTA ELECTRICAL INCORPORATED DELTA ELECTRICAL 401(K) AND PROFIT SHARING PLAN | JACKSON TN | 97 | $5.1M | $14K |
| 8 | CENTRO DE SALUD FAMILIAR LA FE, INC CENTRO DE SALUD FAMILIAR LA FE, INC. 403(B) PLAN | EL PASO TX | 269 | $9.3M | $2K |
