Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Bank of America Corporation Common stock in their Schedule of Assets, totaling $17.3M 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 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $6.7M |
| 2 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) | NEW YORK NY | 15,335 | $6.4B | $5.0M |
| 3 | FIFTH THIRD BANCORP |
CINCINNATI OH |
| 18,855 |
| $4.0B |
| $3.4M |
| 4 | MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY IL | 396 | $60.4M | $632K |
| 5 | SFI AIP HOLDINGS, LLC STEIN FIBERS, LTD. PROFIT SHARING PLAN | ALBANY NY | 172 | $16.7M | $602K |
| 6 | CHILDRENS CLINIC OF SWLA APMC CHILDRENS CLINIC OF SWLA APMC 401(K) PROFIT SHARING PLAN AND TRUST | LAKE CHARLES LA | 95 | $14.1M | $409K |
| 7 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $257K |
| 8 | LUHR CROSBY, LLC LUHR CROSBY, LLC EMPLOYEES PROFIT SHARING PLAN AND TRUST | COLUMBIA IL | 194 | $40.4M | $215K |
| 9 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $51K |
| 10 | MOMENTUMONE, LLC MOMENTUM TECHNOLOGIES, INC. PENSION PLAN | CLARK NJ | 0 | $5.1M | $21K |
