Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Bank of America, N.A. in their Schedule of Assets, totaling $24.4M 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 | WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL HOSPITAL PENSION PLAN | HONESDALE PA | 153 | $24.3M | $24.2M |
| 2 | MASSACHUSETTS FINANCIAL SERVICES COMPANY MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN | BOSTON MA | 1,717 | $935.6M | $179K |
| 3 | MASSACHUSETTS FINANCIAL SEVICES COMPANY |
BOSTON MA |
| 1,691 |
| $574.7M |
| $304 |
| 4 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $25 |
