Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TEXAS EXCHANGE BK SSB CD 0.85% 6/27/2025 in their Schedule of Assets, totaling $22K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL CASH BALANCE PLAN | ROOSEVELT NY | 104 | $3.5M | $22K |
