Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon Small Cap Stock Index Fund Investor Shares in their Schedule of Assets, totaling $474K 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 | DB STERLIN CONSULTANTS, INC. DB STERLIN CONSULTANTS, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | CHICAGO IL | 143 | $17.3M | $275K |
| 2 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN | PHILADELPHIA PA | 113 | $23.5M | $199K |
