Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BANK OF AMERICA CORPORATION 4.078% 04-23-2040 in their Schedule of Assets, totaling $5.8M 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 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $5.5M |
| 2 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $254K |