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 in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 271 | $14.4M | $1.7M |
| 2 | SYSTEM STUDIES & SIMULATION, INC. SYSTEM STUDIES & SIMULATION, INC. 401(K) AND PROFIT SHARING/RETIREMENT PLAN | HUNTSVILLE AL | 708 | $62.4M | $1.2M |
| 3 | BLUE RIDGE BANKSHARES, INC. |
RICHMOND VA |
| 444 |
| $27.4M |
| $703K |
