Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley 07/22/28 3.591% in their Schedule of Assets, totaling $459K 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 | BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART A IBEW 332 PENSION PLAN - PART A | SAN JOSE CA | 2,079 | $817.3M | $314K |
| 2 | BOARD OF TRUSTEES, IBEW LOCAL 332 HEALTH AND WELFARE IBEW LOCAL 332 HEALTH AND WELFARE PLAN | SAN JOSE CA | 2,254 | $167.2M | $145K |
