Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon Dynamic Value Fund Class I Mutual Fund in their Schedule of Assets, totaling $8.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILSTEIN BROTHERS REAL ESTATE LLC MILSTEIN BROTHERS REAL ESTATE LLC AND AFFILIATES ENTITIES 401(K) SAVINGS PLAN | NEW YORK NY | 331 | $47.1M | $4.6M |
| 2 | INTEGRATED SILICON SOLUTION, INC. ISSI 401(K) PLAN | MILPITAS CA | 87 | $56.6M | $2.7M |
| 3 | MILFORD CONSULTANTS LTD. |
NEW YORK NY |
| 97 |
| $20.8M |
| $1.0M |
