Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding BNY Mellon in their Schedule of Assets, totaling $3.3B 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 | TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN | PHOENIX AZ | — | $3.3B | $3.2B |
| 2 | JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND CLEVELAND BAKERS AND TEAMSTERS PENSION FUND | VALLEY VIEW OH | 2,011 | $350.4M | $11.8M |
| 3 | EXTENSIS GROUP, LLC |
WOODBRIDGE NJ |
| 11,488 |
| $682.1M |
| $4.5M |
| 4 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $2.7M |
| 5 | ADVANCE TURNING & MANUFACTURING, INC. ADVANCE TURNING & MANUFACTURING, INC. 401(K) PLAN | JACKSON MI | 283 | $25.5M | $2.2M |
| 6 | EASTER UNLIMITED , INC. REY PROFIT SHARING PLAN AND TRUST | CARLE PLACE NY | 108 | $38.3M | $1.3M |
| 7 | HINMAN, HOWARD & KATTELL, LLP HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 | BINGHAMTON NY | 1 | $50.3M | $1.2M |
| 8 | HINMAN, HOWARD & KATTELL, LLP HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 1 | BINGHAMTON NY | 143 | $50.3M | $1.2M |
| 9 | LINCOLN TECHNICAL INSTITUTE, INC. PENSION PLAN FOR EMPLOYEES OF LINCOLN TECHNICAL INSTITUTE, INC. | PARSIPPANY NJ | 15 | $17.1M | $867K |
| 10 | FREUDENBERG PERFORMANCE MATERIALS LP LOW & BONAR INC. HOURLY RETIREMENT PLAN | CANDLER NC | 14 | $6.4M | $435K |
