Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BNY Mellon Worldwide Growth I in their Schedule of Assets, totaling $3.6M 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 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $1.5M |
| 2 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN | YARDLEY PA | 1,094 | $132.9M | $683K |
| 3 | SWANER HARDWOOD CO., INC. SWANER HARDWOOD CO., INC. PROFIT SHARING PLAN |
BURBANK CA |
| 126 |
| $12.6M |
| $623K |
| 4 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $361K |
| 5 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $297K |
| 6 | VSOLVIT LLC VSOLVIT LLC 401(K) PROFIT SHARING PLAN | VENTURA CA | 360 | $21.9M | $125K |
| 7 | NUCLEUS GROUP HOLDINGS, INC. INIZIO 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 339 | $48.9M | $45K |
