Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Bank of America Corp. Common stock in their Schedule of Assets, totaling $409.4M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $386.5M |
| 2 | DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN | RICHMOND VA | — | $1.8B | $7.0M |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN |
ATLANTA GA |
| 31,545 |
| $5.0B |
| $1.9M |
| 4 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $1.9M |
| 5 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $1.4M |
| 6 | BAY AREA PAINTERS & TAPERS PENSION TRUST BAY AREA PAINTERS & TAPERS PENSION TRUST | DUBLIN CA | 3,428 | $700.0M | $1.3M |
| 7 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $1.1M |
| 8 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $873K |
| 9 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND OR | — | $1.6B | $745K |
| 10 | PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE WA | 1,805 | $830.1M | $602K |
