Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Bank of America Corp Common stock n/a in their Schedule of Assets, totaling $9.1M 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 | DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA MT | 566 | $42.3M | $977K |
| 2 | RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA MT | 234 | $21.5M | $977K |
| 3 | JACKSON CONTRACTOR GROUP, INC. |
MISSOULA MT |
| 249 |
| $21.2M |
| $977K |
| 4 | CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN MT | 183 | $18.8M | $977K |
| 5 | UNITED MATERIALS OF GREAT FALLS MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | GREAT FALLS MT | 148 | $14.2M | $977K |
| 6 | CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST | LEWISTOWN MT | 183 | $8.9M | $977K |
| 7 | UNITED MATERIALS OF GREAT FALLS MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST | GREAT FALLS MT | 148 | $8.6M | $977K |
| 8 | RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST | MISSOULA MT | 234 | $8.2M | $977K |
| 9 | JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST | MISSOULA MT | 249 | $7.0M | $977K |
| 10 | V. SATTUI WINERY, INC. V. SATTUI WINERY 401(K) PROFIT SHARING PLAN | ST. HELENA CA | 117 | $15.0M | $301K |
