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 5.015% due 07/22/2033 in their Schedule of Assets, totaling $178K 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 | MERIWEST CREDIT UNION MERIWEST CREDIT UNION RETIREMENT PLAN | SAN JOSE CA | 199 | $80.9M | $110K |
| 2 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND | TROY MI | 494 | $16.4M | $39K |
| 3 | SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES |
TROY MI |
| 1,122 |
| $16.4M |
| $21K |
| 4 | BOARD OF TRUSTEES DETROIT BAKERS LOCAL 326 HEALTH & WELFARE FUND DETROIT BAKERS LOCAL 326 HEALTH & WELFARE FUND | ALLEN PARK MI | 69 | $2.7M | $8K |
