Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Perspective R4 09661L302 Mutual Fund BNY Mellon S&P 500 Index 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BCTGM ATLANTIC PROFIT SHARING PLAN BCTGM ATLANTIC PROFIT SHARING FUND | HORSHAM PA | 1,170 | $43.8M | $3.3M |
