Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Bank of America Corp 2.676%, due 06/19/2041 in their Schedule of Assets, totaling $9.5M 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 | JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON MD | 14,943 | $6.6B | $7.3M |
| 2 | BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY MI | 608 | $166.4M | $1.3M |
| 3 |
BRENHAM TX |
| 85 |
| $85.5M |
| $541K |
| 4 | BRAZOS ELECTRIC POWER COOPERATIVE INC. BRAZOS ELECTRIC POWER COOPERATIVE INC. PENSION PLAN | WACO TX | 79 | $108.8M | $361K |
