Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Bank of America Corp. 3.248%, due 10/21/2027 in their Schedule of Assets, totaling $1.3M 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 | UEBT RETIREE HEALTH PLAN UEBT RETIREE HEALTH PLAN | CONCORD CA | — | $97.0M | $964K |
| 2 | PLUMBERS & STEAMFITTERS LOCAL 400 PLUMBERS & STEAMFITTERS LOCAL 400 & MCA NORTH CENT WISCONSIN HEALTH & WELFARE PLAN | KAUKAUNA WI | 1,960 | $73.8M | $318K |
| 3 | FRATERNAL ORDER OF POLICE - MEMBER BENEFITS TRUST |
PORTLAND OR |
| 988 |
| $8.4M |
| $48K |
