Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding BNY Mellon in their Schedule of Assets, totaling $3.5B 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 | 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 | JOHNSON MATTHEY INC. JOHNSON MATTHEY INC. AMENDED AND RESTATED SALARIED EMPLOYEES PENSION PLAN | WAYNE PA | 328 | $227.3M | $227.3M |
| 3 | JOHNSON MATTHEY INC. |
WAYNE PA |
| 236 |
| $38.8M |
| $38.8M |
| 4 | JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND CLEVELAND BAKERS AND TEAMSTERS PENSION FUND | VALLEY VIEW OH | 2,011 | $350.4M | $11.8M |
| 5 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $4.5M |
| 6 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $2.7M |
| 7 | ADVANCE TURNING & MANUFACTURING, INC. ADVANCE TURNING & MANUFACTURING, INC. 401(K) PLAN | JACKSON MI | 283 | $25.5M | $2.2M |
| 8 | EASTER UNLIMITED , INC. REY PROFIT SHARING PLAN AND TRUST | CARLE PLACE NY | 108 | $38.3M | $1.3M |
| 9 | HINMAN, HOWARD & KATTELL, LLP HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 1 | BINGHAMTON NY | 143 | $50.3M | $1.2M |
| 10 | HINMAN, HOWARD & KATTELL, LLP HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 | BINGHAMTON NY | 1 | $50.3M | $1.2M |
