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 Small/Mid Cap Growth Fund Class Y in their Schedule of Assets, totaling $2.8M 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 | MOBIS-ALABAMA, LLC MOBIS-ALABAMA 401(K) PLAN | MONTGOMERY AL | 1,964 | $57.9M | $1.6M |
| 2 | UNITED INSURANCE MANAGEMENT, LC UNITED INSURANCE MANAGEMENT, LC 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 70 | $22.2M | $527K |
| 3 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN |
FRANKFORT KY |
| 372 |
| $20.1M |
| $379K |
| 4 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 358 | $17.0M | $319K |
| 5 | DIGITAL ARBITRAGE, INC. DIGITAL ARBITRAGE, INC. 401(K) PLAN | SAN DIEGO CA | 152 | $9.6M | $7K |
