Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon Funds Large Value Fund in their Schedule of Assets, totaling $2.8M 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 | PENINSULA TRUCK LINES, INC. PENINSULA TRUCK LINES, INC. 401(K) RETIREMENT PLAN | AUBURN WA | 496 | $47.3M | $2.4M |
| 2 | GEOTEK OPERATIONS LIMITED GEOTEK OPERATIONS LIMITED 401(K) PLAN | LAS VEGAS NV | 349 | $20.0M | $323K |
| 3 | UTILITY TRAILER SALES OF WASHINGTON CO. |
AUBURN WA |
| 94 |
| $2.4M |
| $83K |