Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Bank of America Corp. Bank of America Corp. in their Schedule of Assets, totaling $18.1M 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 | CHUBB INA HOLDINGS INC. PENSION PLAN OF THE CHUBB CORPORATION | PHILADELPHIA PA | 2,785 | $3.7B | $16.4M |
| 2 | CONNECT HOLDING II LLC D/B/A BRIGHTSPEED BRIGHTSPEED PENSION PLAN | CHARLOTTE NC | 1,689 | $1.7B | $473K |
| 3 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST |
TOLEDO OH |
| 1,520 |
| $261.0M |
| $448K |
| 4 | IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES IRONWORKERS NATIONAL PENSION PLAN | OAKBROOK IL | 2,852 | $503.2M | $203K |
| 5 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $162K |
| 6 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $162K |
| 7 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP RETIREMENT PLAN | CHICAGO IL | 310 | $210.6M | $89K |
| 8 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF | CHICAGO IL | 336 | $135.9M | $59K |
| 9 | NORTON ROSE FULBRIGHT US LLP CHADBOURNE & PARKE LLP PENSION PLAN AND TRUST AGREEMENT | NEW YORK NY | 11 | $17.6M | $47K |
| 10 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR ATTORNEY EMPLOYEES | CHICAGO IL | 156 | $33.0M | $14K |
