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 Y in their Schedule of Assets, totaling $3.4M 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 | PEERLESS TECHNOLOGIES CORPORATION PEERLESS TECHNOLOGIES CORPORATION 401(K) PLAN | FAIRBORN OH | 395 | $31.7M | $3.2M |
| 2 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $261K |
