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 Small/Mid-Cap Growth Fund in their Schedule of Assets, totaling $53K 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 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT RI | 237 | $15.1M | $43K |
| 2 | TODAY'S BANK MATHIAS SAVINGS INCENTIVE PLAN | FAYETTEVILLE AR | 97 | $4.7M | $9K |
| 3 | MCCORD'S VANCOUVER AUTO CENTER, INC. |
VANCOUVER WA |
| 205 |
| $9.5M |
| $1K |
