Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Bank of America NA in their Schedule of Assets, totaling $30.0M 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 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $26.0M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $891K |
| 3 | DASSAULT FALCON JET CORPORATION DASSAULT FALCON JET CORPORATION RETIREMENT INCOME PLAN |
LITTLE FERRY NJ |
| 1,106 |
| $274.7M |
| $790K |
| 4 | CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING TX | 976 | $1.9B | $545K |
| 5 | TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK NY | 117 | $237.4M | $519K |
| 6 | BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK NY | 22,180 | $2.4B | $501K |
| 7 | BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUND LOCAL 138 PENSION TRUST FUND | DEER PARK NY | 152 | $111.3M | $441K |
| 8 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $280K |
| 9 | HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 2,303 | $442.9M | $45K |
| 10 | HALLMARK CARDS, INC. RETAIL SERVICE GROUP SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 3,769 | $67.5M | $4K |
