Bank of America employees invested in the following funds based on public filings as of 12/31/2021.
Investment | Value ($ millions) | % |
Bank of America Common Stock | $ 7,566 | 13% |
Vanguard Institutional 500 Index Trust | $ 7,166 | 13% |
Stable Value Fund | $ 5,986 | 11% |
TRowePrice Inst Lg Cap Growth Trust I | $ 5,495 | 10% |
Dodge & Cox Stock Fund | $ 4,271 | 8% |
Vanguard Inst Extended Market Index | $ 3,932 | 7% |
Blackrock US Fun. Lg Cap Growth | $ 2,251 | 4% |
MFS International Growth Fund | $ 2,065 | 4% |
Blackrock Equity Dividend Fund M | $ 1,950 | 3% |
Western Asset Core Bond Trust R3 | $ 1,580 | 3% |
All other | $ 14,398 | 25% |
Total Assets (excluding participant loans) | $ 56,660 | 100% |
Source: Form 5500 filed June 22, 2022 |
Individual Funds/Trusts
Target Retirement Portfolios
* Bank of America 401k plan participates are invested in collective trusts managed by the Blackrock Institutional Trust Company. Link to Institutional share class of LifePath funds provided for illustrative purposes only.
Other Investment Options