Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding BNYM STRATEGIC VALUE - I in their Schedule of Assets, totaling $3.3M 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 | ST. NICKS ALLIANCE ST. NICKS ALLIANCE PENSION PLAN | BROOKLYN NY | 296 | $19.4M | $1.4M |
| 2 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $812K |
| 3 | UNIWORLD GROUP, INC. UNIWORLD GROUP, INC. SAVINGS AND INVESTMENT PLAN |
BROOKLYN NY |
| 67 |
| $8.6M |
| $517K |
| 4 | PHILADELPHIA COUNTRY CLUB PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN | GLADWYNE PA | 157 | $7.9M | $241K |
| 5 | WOODS HOLE GROUP WOODS HOLE GROUP 401(K) PROFIT SHARING PLAN | BOURNE MA | 90 | $15.2M | $183K |
| 6 | AMYLYX PHARMACEUTICALS INC. AMYLYX PHARMACEUTICALS RETIREMENT PLAN | CAMBRIDGE MA | 121 | $18.8M | $141K |
| 7 | BIRKEYS FARM STORE INC BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN | CHAMPAIGN IL | 394 | $50.7M | $10K |
