Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 61747YER2 MORGAN STANLEY DTD 04/20/2022 VAR CPN 04/20/2028 in their Schedule of Assets, totaling $2.0M 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 | XCEL ENERGY INC. XCEL ENERGY INC. EMPLOYEE WELFARE BENEFIT PLAN | MINNEAPOLIS MN | 11,534 | $420.7M | $1.4M |
| 2 | NYSE GROUP INC. REVISED RETIREMENT PLAN FOR ELIGIBLE EMPLOYEES OF THE NEW YORK STOCK EXCHANGE & SUBSIDIARY COMPANIES | ATLANTA GA | 302 | $737.5M | $582K |
