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 VAR RT 04/22/2042 DD 04/22/21 in their Schedule of Assets, totaling $63.0M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $22.9M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $19.5M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
| — |
| $42.9B |
| $7.1M |
| 4 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE DEFINED BENEFIT MASTER TRUST | COLUMBUS OH | — | $4.1B | $5.0M |
| 5 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $2.4M |
| 6 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN | CHANDLER AZ | 0 | $544.3M | $1.9M |
| 7 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $1.4M |
| 8 | MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY NJ | — | $11.3B | $1.1M |
| 9 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $981K |
| 10 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $591K |
