Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Northern Global Sustainability Index Fund " in their Schedule of Assets, totaling $614.3M 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 401(K) PLAN | CHARLOTTE NC | 168,229 | $62.9B | $602.8M |
| 2 | ALLSPRING BUYER LLC ALLSPRING 401(K) PLAN | CHARLOTTE NC | 1,233 | $257.0M | $6.8M |
| 3 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN |
RIVERSIDE RI |
| 51,062 |
| $19.0B |
| $3.8M |
| 4 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA TRANSFERRED SAVINGS ACCOUNT PLAN | RIVERSIDE RI | 3,924 | $1.1B | $902K |
| 5 | ROSE VILLA INC ROSE VILLA INC 403(B) PLAN | PORTLAND OR | 214 | $6.5M | $15K |
