Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BNY Mellon Worldwide Growth Y Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $4.2M |
| 2 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST | FT MYERS FL | 268 | $14.2M | $404K |
