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 Mutual Fund in their Schedule of Assets, totaling $970K 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 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $794K |
| 2 | CATELLI BROTHERS, INC. CATELLI BROTHERS, INC. 401(K) PLAN | COLLINGSWOOD NJ | 238 | $15.5M | $119K |
| 3 | AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN |
FISHERS IN |
| 304 |
| $9.7M |
| $57K |
