Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon Mutual funds in their Schedule of Assets, totaling $533K 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 | NEIGHBORS CREDIT UNION NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST | ST. LOUIS MO | 129 | $9.2M | $451K |
| 2 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN | COVINGTON LA | 330 | $15.8M | $79K |
| 3 | SUNRISE DETOXIFICATION CENTER, LLC SUNRISE DETOXIFICATION CENTER, LLC 401(K) PLAN |
LAKE WORTH FL |
| 331 |
| $8.1M |
| $3K |