Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BNY Mellon Dynamic Val Fd Y Registered Investment Company in their Schedule of Assets, totaling $3.5M 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 | MONTEREY PENINSULA COUNTRY CLUB MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT SHARING PLAN | PEBBLE BEACH CA | 242 | $13.2M | $1.9M |
| 2 | RAMSEY AUTO GROUP RAMSEY AUTO GROUP 401(K) SAVINGS PLAN | RAMSEY NJ | 436 | $17.9M | $1.0M |
| 3 | FRANKLIN PRIMARY HEALTH CENTER, INC |
MOBILE AL |
| 209 |
| $8.4M |
| $496K |
| 4 | CROWN PRODUCTS COMPANY, INC. CROWN PRODUCTS CO, INC. 401(K) PROFIT SHARING | JACKSONVILLE FL | 173 | $7.1M | $18K |
| 5 | CLINILABS, INC. CLINILABS, INC. 401(K) PLAN | EATONTOWN NJ | 203 | $8.4M | $11K |
