Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MS Private Bank $250,000 at 3.30% due February 18, 2026 in their Schedule of Assets, totaling $248K 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 | CARROLL ELECTRIC COOPERATIVE CORP CARROLL ELECTRIC COOPERATIVE CORP RETIREE WELFARE | BERRYVILLE AR | — | $2.2M | $248K |
