Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BNY Mellon Worldwide Growth A " in their Schedule of Assets, totaling $2.3M 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 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $617K |
| 2 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $607K |
| 3 | PEQUOT TOOL & MFG. PEQUOT TOOL & MFG., INC. EMPLOYEES SAVINGS TRUST |
PEQUOT LAKES MN |
| 238 |
| $23.6M |
| $331K |
| 4 | VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 118 | $13.0M | $269K |
| 5 | LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN | AUSTIN TX | 167 | $23.1M | $226K |
| 6 | HOWARD/STEIN-HUDSON ASSOCIATES, INC HOWARD STEIN HUDSON 401(K) PLAN | BOSTON MA | 96 | $16.4M | $125K |
| 7 | THE INTERSECT GROUP, LLC THE INTERSECT GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 770 | $12.2M | $86K |
| 8 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $30K |
