Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon Sm/Md Cp Gr Y Mutual fund in their Schedule of Assets, totaling $168K 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $165K |
| 2 | STEWART'S SLEEP CENTER, INC MATTER BROTHERS FURNITURE 401(K) PLAN | TARPON SPRINGS FL | 218 | $4.8M | $3K |
