PlanOptica
Bank of New York Mellon

BNY Mellon Small/Mid Cap Growth Fund Class I

Ticker SDSCX · CUSIP 05586X405 · Mutual fund · Share class: Class ILow cost

Matched by tickerAll BNY fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
4
1 with $250K or more
Dollars held
$445K
69,858 of 69,862 plans with fund lines hold none
Median per plan
$97K
Share of their fund dollars
1.4%

Other share classes of this fund

16 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class YDBMYXMid cost14$33.6M
Class I (this page)SDSCXLow cost4$445K
Class ADBMAXRetail / revenue sharing2$76K

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$932K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (1 plan)

Plans that dropped it after 2024
PlanYear-end value
Doxa Insurance Holdings, LLC 401(k) Plan$50M-$250M$932K

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold BNY Mellon Small/Mid Cap Growth Fund Class I

The largest 10 plans in each list.

Merrell Bros. Retirement Savings Plan$10.3M plan · Merrell Bros., Inc., IN · July Business Services$287K
Guarino's Swimming Pools Service, Inc. 401(k) Profit Sharing Plan & Trust$8.4M plan · Guarino's Swimming Pool Service, Inc., MA · Fidelity (FMR)$97K
Eccalon LLC 401(k) Profit Sharing Plan & Trust$8.7M plan · Eccalon LLC, MD · Paychex$50K
Nexus Therapy Management, LLC Employees Savings Trust$4.3M plan · Nexus Therapy Management, LLC, MS · Not identified$10K

Plans whose filed schedule lists BNY Mellon Small/Mid Cap Growth Fund Class I.

How the filings spell it

Show 3 names seen in the filings
  • BNY Mellon Small/Mid Cap Growth Fund I
  • Bank Of New York Mellon Small Mid Cap Growth
  • Bny Mellon Small Mid Cap Growth