Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Bank Of America Ord in their Schedule of Assets, totaling $90K 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 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM | NEW BRAUNFELS TX | 58 | $78.9M | $58K |
| 2 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN | NEW BRAUNFELS TX | 219 | $12.6M | $32K |
