Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party-in-Interest Lessor, or Similar Party Rate of Interest, Collateral, Par, or Maturity Value Cost Value * Builtwell Bancorp, Inc., Class A Employer Common Stock in their Schedule of Assets, totaling $689K 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 | BUILTWELL BANCORP, INC. BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHATTANOOGA TN | 236 | $21.7M | $689K |