Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MORGAN STANLEY 3.971% 07-22-2038 in their Schedule of Assets, totaling $5.6M 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 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $4.9M |
| 2 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $389K |
| 3 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN |
| 829 |
| $753.7M |
| $213K |
| 4 | MERITOR, INC. MERITOR, INC. RETIREMENT PLAN | COLUMBUS IN | 579 | $546.4M | $59K |
