# Portfolio overlap — PLSAX vs DSPIX

Comparing **LargeCap S&P 500 Index Fund** (2026-01-31) and **BNY Mellon Institutional S&P 500 Stock Index Fund** (2026-01-31).

- Shared positions: 476
- LargeCap S&P 500 Index Fund covered by BNY Mellon Institutional S&P 500 Stock Index Fund: 0.9430095357880682967252235458
- BNY Mellon Institutional S&P 500 Stock Index Fund covered by LargeCap S&P 500 Index Fund: 0.9430095357880682967252235458

## LargeCap S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.076089 | ✓ |
| APPLE INC | 0.062814 | ✓ |
| MICROSOFT CORP | 0.052393 | ✓ |
| AMAZON.COM INC | 0.038138 | ✓ |
| ALPHABET INC CL A | 0.032216 | ✓ |
| ALPHABET INC CL C | 0.025789 | ✓ |
| BROADCOM INC | 0.025631 | ✓ |
| META PLATFORMS INC CL A | 0.025565 | ✓ |
| Principal Government Money Market Fund - Class R-6 | 0.022621 |  |
| TESLA INC | 0.019814 | ✓ |
| BERKSHIRE HATH-B | 0.014436 | ✓ |
| JPMORGAN CHASE and CO | 0.013642 | ✓ |
| LILLY ELI and CO | 0.013493 | ✓ |
| EXXON MOBIL CORP | 0.009769 | ✓ |
| JOHNSON&JOHNSON | 0.008970 | ✓ |
| VISA INC-CLASS A | 0.008898 | ✓ |
| WALMART INC | 0.008559 | ✓ |
| MICRON TECHNOLOGY INC | 0.007629 | ✓ |
| MASTERCARD INC CL A | 0.007238 | ✓ |
| iShares Core S&P 500 ETF | 0.006916 |  |
| COSTCO WHOLESALE CORP | 0.006827 | ✓ |
| ABBVIE INC | 0.006457 | ✓ |
| ADV MICRO DEVICE | 0.006314 | ✓ |
| HOME DEPOT INC | 0.006108 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005855 | ✓ |
| PROCTER & GAMBLE | 0.005810 | ✓ |
| NETFLIX INC | 0.005796 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005486 | ✓ |
| CHEVRON CORP | 0.005485 | ✓ |
| GENERAL ELECTRIC CO | 0.005302 | ✓ |
| CISCO SYSTEMS INC | 0.005056 | ✓ |
| CATERPILLAR INC | 0.005040 | ✓ |
| LAM RESEARCH CORP | 0.004804 | ✓ |
| COCA-COLA CO/THE | 0.004745 | ✓ |
| INTL BUS MACH CORP | 0.004697 | ✓ |
| WELLS FARGO & CO | 0.004654 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004596 | ✓ |
| PHILIP MORRIS INTL INC | 0.004576 | ✓ |
| ORACLE CORP | 0.004535 | ✓ |
| MERCK & CO | 0.004484 | ✓ |
| RTX CORP | 0.004414 | ✓ |
| UNITEDHEALTH GRP | 0.004258 | ✓ |
| APPLIED MATERIALS INC | 0.004207 | ✓ |
| MCDONALDS CORP | 0.003675 | ✓ |
| MORGAN STANLEY | 0.003617 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003561 | ✓ |
| LINDE PLC | 0.003496 |  |
| PEPSICO INC | 0.003441 | ✓ |
| INTEL CORP | 0.003414 | ✓ |
| CITIGROUP INC | 0.003392 | ✓ |

## BNY Mellon Institutional S&P 500 Stock Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.077947 | ✓ |
| APPLE INC | 0.064348 | ✓ |
| MICROSOFT CORP | 0.053673 | ✓ |
| AMAZON.COM INC | 0.039069 | ✓ |
| ALPHABET INC CL A | 0.033003 | ✓ |
| ALPHABET INC CL C | 0.026419 | ✓ |
| BROADCOM INC | 0.026257 | ✓ |
| META PLATFORMS INC CL A | 0.026189 | ✓ |
| TESLA INC | 0.020298 | ✓ |
| BERKSHIRE HATH-B | 0.014788 | ✓ |
| JPMORGAN CHASE and CO | 0.013975 | ✓ |
| LILLY ELI and CO | 0.013823 | ✓ |
| EXXON MOBIL CORP | 0.010008 | ✓ |
| JOHNSON&JOHNSON | 0.009189 | ✓ |
| VISA INC-CLASS A | 0.009115 | ✓ |
| WALMART INC | 0.008768 | ✓ |
| MICRON TECHNOLOGY INC | 0.007816 | ✓ |
| MASTERCARD INC CL A | 0.007414 | ✓ |
| COSTCO WHOLESALE CORP | 0.006993 | ✓ |
| ABBVIE INC | 0.006615 | ✓ |
| ADV MICRO DEVICE | 0.006468 | ✓ |
| HOME DEPOT INC | 0.006258 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005998 | ✓ |
| PROCTER & GAMBLE | 0.005952 | ✓ |
| NETFLIX INC | 0.005937 | ✓ |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 0.005815 |  |
| PALANTIR TECHNOLOGIES INC | 0.005620 | ✓ |
| CHEVRON CORP | 0.005619 | ✓ |
| GENERAL ELECTRIC CO | 0.005431 | ✓ |
| CISCO SYSTEMS INC | 0.005180 | ✓ |
| CATERPILLAR INC | 0.005163 | ✓ |
| LAM RESEARCH CORP | 0.004921 | ✓ |
| COCA-COLA CO/THE | 0.004861 | ✓ |
| INTL BUS MACH CORP | 0.004811 | ✓ |
| WELLS FARGO & CO | 0.004767 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004709 | ✓ |
| PHILIP MORRIS INTL INC | 0.004688 | ✓ |
| ORACLE CORP | 0.004646 | ✓ |
| MERCK & CO | 0.004593 | ✓ |
| RTX CORP | 0.004521 | ✓ |
| UNITEDHEALTH GRP | 0.004362 | ✓ |
| APPLIED MATERIALS INC | 0.004309 | ✓ |
| MCDONALDS CORP | 0.003765 | ✓ |
| MORGAN STANLEY | 0.003706 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003648 | ✓ |
| LINDE PLC | 0.003581 |  |
| PEPSICO INC | 0.003525 | ✓ |
| INTEL CORP | 0.003497 | ✓ |
| CITIGROUP INC | 0.003475 | ✓ |
| SALESFORCE INC | 0.003392 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000457` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000457/0000898745-26-000457-index.htm>
- N-PORT (fund B) — accession `0000940400-26-011339` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/819940/000094040026011339/0000940400-26-011339-index.htm>

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