Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BNY Mellon BNY Mellon Natural Resources Y in their Schedule of Assets, totaling $1.5M 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 | AMERICAN PACIFIC MORTGAGE CORPORATION AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN | ROSEVILLE CA | 2,801 | $153.4M | $921K |
| 2 | BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY 401(K) PLAN | HOUSTON TX | 113 | $22.9M | $540K |
| 3 | PARKWAY C & A, LP |
LEWIS TX |
| 345 |
| $18.4M |
| $51K |
| 4 | MARINE CREDIT UNION MARINE CREDIT UNION 401(K) PLAN | LA CROSSE WI | 418 | $37.3M | $26K |
| 5 | SK SILTRON CSS, LLC SK SILTRON CSS 401(K) RETIREMENT PLAN | BAY CITY MI | 265 | $15.4M | $4K |
