Your wrong. It was both. The payload was embedded in the binary blob test file. The mechanism to pull it into the build was added to the release tarball only.
Here's the quote from the guy that discovered it in the initial public disclosure [1]:
After observing a few odd symptoms around liblzma (part of the xz package) on Debian sid installations over the last weeks (logins with ssh taking a lot of CPU, valgrind errors) I figured out the answer. The upstream xz repository and the xz tarballs have been backdoored. At first I thought this was a compromise of debian's package, but it turns out to be upstream. One portion of the backdoor is *solely in the distributed tarballs* and debian's import of the tarball ... it is also present in the tarballs for 5.6.0 and 5.6.1.
[1]:
https://www.openwall.com/lists/oss-security/2024/03/29/4