Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BNY Mellon Small Cap Stock Index I in their Schedule of Assets, totaling $3.4M 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 | HUITT-ZOLLARS, INC. HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST | DALLAS TX | 522 | $78.6M | $2.0M |
| 2 | PRITCHARD & ABBOTT, INC. PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | FORT WORTH TX | 109 | $48.8M | $696K |
| 3 | BRASWELL FAMILY FARMS |
NASHVILLE NC |
| 125 |
| $19.6M |
| $559K |
| 4 | CLIFF CORPORATION CLIFF CORPORATION 401(K) PLAN | BLOOMINGTON MN | 278 | $2.3M | $81K |
| 5 | WILLBANKS METALS INC WILLBANKS METALS INC 401(K) PROFIT SHARING PLAN & TRUST | FORT WORTH TX | 164 | $3.4M | $46K |