Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Brookfield Asset Mgmt Common Stock in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $3.4M |
| 2 | OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON NJ | 77 | $132.7M | $537K |
| 3 | BURGESS PIGMENT COMPANY BURGESS PIGMENT COMPANY 401K PROFIT SHARING PLAN |
SANDERSVILLE GA |
| 122 |
| $37.1M |
| $76K |