Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Morgan Stanley Private Bk Natl 4.500% 04/20/2027 Certificates of deposit in their Schedule of Assets, totaling $152K 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 | COMFORT FLOW HEATING, CO. COMFORT FLOW HEATING, CO. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 181 | $12.0M | $152K |
