Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Bank Of America Corp Var Rt 06/14/2029 Dd 06/14/21 " in their Schedule of Assets, totaling $3.3M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $1.6M |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $635K |
| 3 | SI GROUP, INC. |
THE WOODLANDS TX |
| 93 |
| $306.5M |
| $544K |
| 4 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. UNION EMPLOYEES PENSION PLAN | KULPSVILLE PA | 220 | $30.1M | $300K |
| 5 | SI GROUP, INC. THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA | THE WOODLANDS TX | 96 | $22.4M | $172K |
