Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BNYM SMALLCAP STOCK INDEX I in their Schedule of Assets, totaling $1.8M 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 | THE CATON COMPANIES THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 324 | $29.8M | $556K |
| 2 | MANAGEMENT SERVICES CORPORATION THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 317 | $20.8M | $401K |
| 3 | IMS GEAR HOLDING INC |
GAINESVILLE GA |
| 448 |
| $16.9M |
| $276K |
| 4 | ASTRO ALUMINUM TREATING CO., INC ASTRO ALUMINUM TREATING CO., INC 401(K) PLAN | SOUTH GATE CA | 111 | $18.8M | $276K |
| 5 | INTEGRATED RESEARCH, INC. INTEGRATED RESEARCH, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 41 | $6.0M | $146K |
| 6 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN | LAS VEGAS NV | 749 | $16.0M | $129K |
| 7 | EMPRISE CORPORATION EMPRISE CORPORATION 401(K) PROFIT SHARING PLAN | LEDYARD CT | 165 | $13.7M | $17K |
