Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY MELLON PEMBERTON EVERGREEN in their Schedule of Assets, totaling $20.0M 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 | JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324 OPERATING ENGINEERS' LOCAL 324 PENSION FUND | TROY MI | 8,819 | $1.9B | $16.6M |
| 2 | JOINT BOARD OF TRUSTEES, OPERATING ENGINEERS LOCAL 324, DC OPERATING ENGINEERS' LOCAL 324, DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 8,349 | $247.8M | $3.3M |
