Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,448 U.S. retirement plans report holding a Morgan Stanley fund in their Schedule of Assets, totaling $12.7B 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 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE WA | 231,353 | $56.4B | $883.1M |
| 2 | CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. CONSOLIDATED EDISON RETIREMENT PLAN | NEW YORK NY | 10,314 | $15.6B | $690.7M |
| 3 |
CAMBRIDGE MA |
| 2,666 |
| $1.6B |
| $399.3M |
| 4 | AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES AMERICAN EXPRESS RETIREMENT SAVINGS PLAN | NEW YORK NY | 25,049 | $9.1B | $371.2M |
| 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 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $188.8M |
