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 NATURAL RESOURCES I in their Schedule of Assets, totaling $520K 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 | DAVACO, L.P. DAVACO 401(K) PLAN | IRVING TX | 253 | $8.7M | $375K |
| 2 | SIMPSON SENIOR SERVICES, INC. SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN | BALA CYNWYD PA | 570 | $11.5M | $64K |
| 3 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN |
CAROL STREAM IL |
| 958 |
| $10.5M |
| $44K |
| 4 | FIRST FLORIDA CREDIT UNION FIRST FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 202 | $22.8M | $38K |
