Bank of America Pension Plan

Overview

This growth creates exciting opportunities for talented individuals to join a globally respected organization.¹

Bank of America Pension Plan's pension assets support retirement benefit obligations for plan participants.¹

Estimated AUM: $18.4B as of Dec 31, 2025²
Capital pool: corporate defined-benefit pension plan¹
Investment model: Merrill Guided Investing (MGI) An online advisory program that offers portfolio management strategies directed by our Chief Investment Office.³
Investment approach: Not listed yet⁴
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: hedge funds, real estate, infrastructure, fixed income.⁵
Performance: Not listed yet
Governance: Not listed yet⁴
Investment team: Merrill Guided Investing (MGI) An online advisory program that offers portfolio management strategies directed by our Chief Investment Office.³
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 21, 2026 · Needs review

Last verified Jul 21, 2026 from public career and organization materials.

Website (sec.gov)Parent organization overview, Pool purpose, Capital pool · checked Jul 25, 2026
form 5500 (efast.dol.gov)Estimated AUM · checked Jul 25, 2026
Job posting (careers.bankofamerica.com)Investment model, Investment team · checked Jul 25, 2026
Job posting (careers.bankofamerica.com)Investment approach, Governance · checked Jul 25, 2026
Job posting (careers.bankofamerica.com)Asset allocation · checked Jul 25, 2026
Website (careers.bankofamerica.com)Investment office page · checked Jul 25, 2026