Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BNY Mellon Mutual fund in their Schedule of Assets, totaling $1.4M 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 | DCOR, LLC DCOR LLC 401K PLAN | OXNARD CA | 341 | $44.6M | $821K |
| 2 | MORRIS & GARRITANO INSURANCE AGENCY, INC. MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 134 | $17.3M | $520K |
| 3 | HEALTH SERVICES, LLC HEALTH SERVICES, LLC 401(K) PLAN |
GARDEN CITY ID |
| 99 |
| $5.3M |
| $34K |
| 4 | GLOBAL CLEAN ENERGY HOLDINGS, INC. GLOBAL CLEAN ENERGY HOLDINGS 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 125 | $8.7M | $6K |
