Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Bank of America, N.A. Retirement Bank Account 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 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $10.7M |
| 2 | NABORS INDUSTRIES, INC. NABORS INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | HOUSTON TX | 3,978 | $370.9M | $5.6M |
| 3 | SUMMIT MORTGAGE CORPORATION |
PLYMOUTH MN |
| 136 |
| $17.8M |
| $940K |
