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 VAR RT 06/19/2041 DD 06/19/20 in their Schedule of Assets, totaling $126.3M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $55.4M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $50.3M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
| — |
| $42.9B |
| $9.4M |
| 4 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $3.5M |
| 5 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE DEFINED BENEFIT MASTER TRUST | COLUMBUS OH | — | $4.1B | $2.3M |
| 6 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $2.0M |
| 7 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $1.1M |
| 8 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $668K |
| 9 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $668K |
| 10 | MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY NJ | — | $11.3B | $525K |
