Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Bank Of America Corp Common Stock Usd.01 in their Schedule of Assets, totaling $104.5M 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 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $26.7M |
| 2 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN | BETHESDA MD | 94,445 | $51.4B | $24.2M |
| 3 | JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST |
NEW BRUNSWICK NJ |
| — |
| $22.7B |
| $12.3M |
| 4 | TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK CA | — | $17.4B | $11.9M |
| 5 | JOHNSON AND JOHNSON RETIREMENT PLAN OF JOHNSON AND JOHNSON | NEW BRUNSWICK NJ | 38,442 | $21.1B | $10.9M |
| 6 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $7.3M |
| 7 | SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD CA | 13,749 | $6.4B | $6.1M |
| 8 | BOARD OF TRUSTEES OF THE ELECTRICAL EMPLOYERS SELF-INS SAFETY PLAN ELECTRICAL EMPLOYERS SELF-INSURANCE SAFETY PLAN | FLUSHING NY | 11,592 | $346.4M | $1.7M |
| 9 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES | BETHESDA MD | 18,568 | $3.0B | $1.4M |
| 10 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. RETIREMENT PLAN | NEW YORK NY | 1,969 | $3.1B | $809K |
