Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BANK OF AMERICA CORP VAR RT 12/20/2028 DD 12/20/17 in their Schedule of Assets, totaling $18.3M 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $8.9M |
| 2 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY RETIREMENT PLAN | WASHINGTON DC | 547 | $769.2M | $4.5M |
| 3 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN |
ST. PAUL MN |
| 6,472 |
| $8.9B |
| $2.8M |
| 4 | DEVON ENERGY CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF DEVON ENERGY CORPORATION | OKLAHOMA CITY OK | 147 | $434.9M | $1.0M |
| 5 | 3M COMPANY 3M RETIREE WELFARE BENEFIT PLAN | ST. PAUL MN | 0 | $81.6M | $789K |
| 6 | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. PENSION PLAN A OF HEALTHNOW NY INC. | PITTSBURGH PA | 294 | $136.9M | $393K |
