Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bank of America Invesco Stable Value Retirement Trust Class 5 in their Schedule of Assets, totaling $3.3M 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 | E & E MANUFACTURING COMPANY, INC. E & E MANUFACTURING COMPANY, INC. 401(K) PLAN | PLYMOUTH MI | 637 | $31.5M | $3.3M |
