Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BNY Mellon Small/Mid Cap Growth in their Schedule of Assets, totaling $8.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAIWA CAPITAL MARKETS AMERICA INC. DAIWA CAPITAL MARKETS AMERICA INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 301 | $155.1M | $5.5M |
| 2 | BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST | MARTINEZ CA | 1,247 | $471.6M | $1.3M |
| 3 |
STREATOR IL |
| 162 |
| $13.8M |
| $581K |
| 4 | STREATOR INDUSTRIAL HANDLING, INC. PMW HOLDINGS, INC. 401(K) RETIREMENT PLAN | STREATOR IL | 133 | $12.5M | $545K |
| 5 | HEALTHLINC, INC. HEALTHLINC, INC. 403(B) PLAN | VALPARAISO IN | 572 | $16.7M | $30K |
