Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Bank of New York Mellon Corp. in their Schedule of Assets, totaling $11.1M 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $6.8M |
| 2 | CSX CORPORATION CSX CORPORATION 401(K) PLAN | JACKSONVILLE FL | 3,385 | $1.5B | $1.7M |
| 3 | CSX CORPORATION CSX CORPORATION CAPITAL BUILDER PLAN |
JACKSONVILLE FL |
| 19,459 |
| $1.5B |
| $1.7M |
| 4 | BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN | PHOENIX AZ | 24,360 | $1.0B | $469K |
| 5 | LOUIS PADNOS IRON & METAL COMPANY LOUIS PADNOS IRON & METAL COMPANY SAVINGS AND RETIREMENT PLAN | GRANDVILLE MI | 928 | $103.0M | $305K |
| 6 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $24K |
| 7 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $15K |
| 8 | WEST FRASER, INC. WEST FRASER, INC. PENSION PLAN | CORDOVA TN | 605 | $58.6M | $13K |
