Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BNY MELLON BPEA STRATEGIC HEALTHCARE in their Schedule of Assets, totaling $10.9M 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 | JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324 OPERATING ENGINEERS' LOCAL 324 PENSION FUND | TROY MI | 8,819 | $1.9B | $10.9M |
