Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Morgan Stanley 4.00% 07/23/25 in their Schedule of Assets, totaling $329K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED UNION OF ROOFERS LOCAL 8 ANNUITY FUND UNITED UNION OF ROOFERS - LOCAL 8 ANNUITY FUND | LONG ISLAND CITY NY | 1,519 | $191.2M | $149K |
| 2 | DEPT STORE DRIVERS WAREHOUSEMEN HELPERS LOCAL 177 UNION LOCAL 177 UNION PENSION PLAN | HILLSIDE NJ | 17 | $14.6M | $100K |
| 3 | BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUND |
HOPATCONG NJ |
| 202 |
| $90.3M |
| $80K |
