Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BNY Mellon Dynamic Value Fund Y Mutual fund (1) in their Schedule of Assets, totaling $2.9M 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 | STAVOLA MANAGEMENT CO., INC. STAVOLA MANAGEMENT CO., INC. 401(K) PLAN | TINTON FALLS NJ | 269 | $32.9M | $2.9M |
