Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BNYM Dynamic Value I Fund in their Schedule of Assets, totaling $4.2M 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 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 828 | $34.8M | $2.3M |
| 2 | PIEDMONT TRIAD ANESTHESIA PA PIEDMONT TRIAD ANESTHESIA RETIREMENT PLAN | WINSTON SALEM NC | 65 | $40.6M | $1.3M |
| 3 | THE DURHAM CO. THE DURHAM COMPANY RETIREMENT SAVINGS PLAN |
LEBANON MO |
| 862 |
| $44.2M |
| $650K |
