Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Bank of America in their Schedule of Assets, totaling $40.1M 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 | LOGIX EMPLOYMENT SERVICES, INC. LOGIX EMPLOYMENT SERVICES, INC. RETIREMENT PLAN | CASTAIC CA | 76 | $81.2M | $8.7M |
| 2 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $8.1M |
| 3 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY |
PLEASANTON CA |
| 29,190 |
| $1.6B |
| $7.7M |
| 4 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN | COLUMBUS OH | 2,585 | $702.3M | $5.9M |
| 5 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERNATIONAL ASSOCIATION OF LIONS CLUBS | OAK BROOK IL | 40 | $53.4M | $2.3M |
| 6 | ASSURANT, INC. ASSURANT PENSION PLAN | ATLANTA GA | 2,811 | $675.6M | $1.8M |
| 7 | GLEN RAVEN, INC. GLEN RAVEN, INC. PENSION PLAN | BURLINGTON NC | 1,316 | $178.2M | $1.2M |
| 8 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $650K |
| 9 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON WV | 1,524 | $559.3M | $542K |
| 10 | PLUMBERS LOCAL UNION NO 200 PENSION FUND BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 200 PENSION FUND | RONKOMKOMA NY | 692 | $136.2M | $303K |
