Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,116 U.S. retirement plans report holding a Morgan Stanley fund in their Schedule of Assets, totaling $11.2B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Morgan Stanley position |
|---|---|---|---|---|---|
| 1 | CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. CONSOLIDATED EDISON RETIREMENT PLAN | NEW YORK NY | 10,314 | $15.6B | $690.7M |
| 2 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE WA | 231,745 | $59.7B | $628.2M |
| 3 |
NEW YORK NY |
| 26,033 |
| $10.5B |
| $468.4M |
| 4 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY RETIREMENT PLAN | CAMBRIDGE MA | 2,666 | $1.6B | $399.3M |
| 5 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY EQUITABLE RETIREMENT PLAN | SYRACUSE NY | 2,246 | $1.7B | $316.2M |
| 6 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $221.3M |
| 7 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $219.5M |
| 8 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $218.9M |
| 9 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST | SEATTLE WA | — | $46.2B | $203.7M |
| 10 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $186.2M |
