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 Y Mutual Fund in their Schedule of Assets, totaling $813K 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 | FIRST COMMUNICATIONS, LLC FIRST COMMUNICATIONS 401(K) PLAN | AKRON OH | 103 | $9.0M | $628K |
| 2 | WHEELER TRUCKING, INC. WHEELER TRUCKING, INC. 401(K) PLAN | FLUSHING MI | 368 | $9.0M | $185K |