Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding 060505104 BANK OF AMERICA CORP in their Schedule of Assets, totaling $3.6M 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 | PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INC. MASTER DEFINED BENEFIT RETIREMENT TRUST | NEWARK NJ | — | $4.4B | $2.2M |
| 2 | STATE EMPLOYEES' CREDIT UNION STATE EMPLOYEES' CREDIT UNION RETIREMENT SAVINGS PLAN | RALEIGH NC | 7,935 | $1.6B | $1.3M |
| 3 | TRUSTEES OF I.B.E.W. LOCAL NO. 728 PENSION FUND |
PEMBROKE PINES FL |
| 539 |
| $71.9M |
| $29K |
| 4 | IRON WORKERS LOCAL #397 PENSION FUND IRON WORKERS LOCAL #397 PENSION FUND | GOODLETTSVILLE TN | 666 | $97.1M | $19K |
| 5 | OAKS CLUB ROOM OAKS 401(K) PLAN AND TRUST | EMERYVILLE CA | 165 | $26.5M | $3K |
