Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BNY Mellon Small-Cap Stock Index Fund in their Schedule of Assets, totaling $4.2M 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 | STAFF-LINE, INC. DBA ETHAN ALLEN HR SERVICES ETHAN ALLEN HR SERVICES RETIREMENT SAVINGS PLAN | POUGHKEEPSIE NY | 1,234 | $48.4M | $3.8M |
| 2 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 249 | $87.9M | $397K |
| 3 | LA RABIDA CHILDREN'S HOSPITAL |
CHICAGO IL |
| 508 |
| $26.0M |
| $44K |
| 4 | CARLE HEALTH HUMAN SERVICE CENTER 403(B) RETIREMENT PLAN | URBANA IL | 137 | $5.0M | $24K |