Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BNY Mellon Small/Mid Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $1.8M 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 | HL MANDO AMERICA CORPORATION HL MANDO AMERICA CORPORATION RETIREMENT PLAN | OPELIKA AL | 1,268 | $48.6M | $1.1M |
| 2 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $360K |
| 3 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN |
NEW YORK NY |
| 478 |
| $68.6M |
| $321K |
| 4 | LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. ZOOTAMPA 403(B) RETIREMENT PLAN | TAMPA FL | 455 | $6.0M | $39K |