Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNY Mellon Natural Resources Fund Class Y 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HCBECK, LTD. THE BECK GROUP RETIREMENT SAVINGS PLAN | DALLAS TX | 723 | $189.9M | $798K |
| 2 | NEXUS ENGINEERING GROUP, INC. NEXUS ENGINEERING GROUP, INC. 401(K) RETIREMENT PLAN | CLEVELAND OH | 246 | $31.2M | $518K |
| 3 | ZUORA, INC. ZUORA, INC. 401(K) PLAN |
REDWOOD CITY CA |
| 633 |
| $99.8M |
| $89K |
