Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Bank of America Corporation in their Schedule of Assets, totaling $99.8M 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 HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $23.4M |
| 2 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $22.5M |
| 3 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT |
RESTON VA |
| — |
| $23.5B |
| $10.8M |
| 4 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $10.8M |
| 5 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $7.9M |
| 6 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON VA | 28,117 | $7.9B | $5.0M |
| 7 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $1.7M |
| 8 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $1.7M |
| 9 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $1.7M |
| 10 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $1.5M |
