Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 211 U.S. retirement plans report holding Morgan Stanley " in their Schedule of Assets, totaling $502.3M 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 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED BENEFIT MASTER TRUST | HOUSTON TX | — | $1.3B | $76.6M |
| 2 | PFIZER INC PFIZER CONSOLIDATED PENSION PLAN | NEW YORK NY | 7,790 | $10.0B | $46.7M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $39.8M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $28.3M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $23.6M |
| 6 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $21.0M |
| 7 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $16.7M |
| 8 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $15.3M |
| 9 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $12.6M |
| 10 | BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED BENEFIT PENSION PLAN | SAN FRANCISCO CA | 1,419 | $512.0M | $12.3M |
