Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon Dynamic Value Fund Class Y ** 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $2.9M |
| 2 | WORLD TRAVEL HOLDINGS, INC. WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN | WAKEFIELD MA | 1,186 | $77.4M | $542K |
