Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon Funds Value Fund in their Schedule of Assets, totaling $1.7M 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 | ANDGAR CORPORATION ANDGAR RETIREMENT FUND | FERNDALE WA | 188 | $16.8M | $998K |
| 2 | BRUSCO TUG AND BARGE, INC. BRUSCO TUG AND BARGE, INC. EMPLOYEES RETIREMENT PLAN | LONGVIEW WA | 102 | $8.6M | $378K |
| 3 | DANNER CORPORATION DANNER CORPORATION 401(K) PROFIT SHARING PLAN |
AUBURN WA |
| 121 |
| $6.6M |
| $354K |