Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon Funds in their Schedule of Assets, totaling $1.2M 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 | EASTER UNLIMITED , INC. REY PROFIT SHARING PLAN AND TRUST | CARLE PLACE NY | 108 | $38.3M | $1.1M |
| 2 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $124K |
