Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 303 U.S. retirement plans report holding Bank of America Corp. in their Schedule of Assets, totaling $588.4M 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $52.8M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $48.1M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $26.7M |
| 4 | INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS TN | — | $6.4B | $26.5M |
| 5 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST | ELMHURST IL | 4,333 | $3.0B | $25.0M |
| 6 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $23.1M |
| 7 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $17.2M |
| 8 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $16.9M |
| 9 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $16.9M |
| 10 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $13.5M |
