Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding MORGAN STANLEY 5.831% 04‐19‐2035 in their Schedule of Assets, totaling $7.2M 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 | BATTELLE MEMORIAL INSTITUTE BATTELLE PENSION TRUST | COLUMBUS OH | — | $1.8B | $1.5M |
| 2 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - INTERMEDIATE CREDIT | KENNETT SQUARE PA | — | $470.9M | $1.4M |
| 3 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN |
SAN ANTONIO TX |
| 30,326 |
| $4.6B |
| $1.3M |
| 4 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- NECRP HDG | CHICAGO IL | — | $350.2M | $1.1M |
| 5 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE PA | — | $2.5B | $357K |
| 6 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $316K |
| 7 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $306K |
| 8 | S.C. JOHNSON & SON, INC. RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO | RACINE WI | 484 | $406.5M | $214K |
| 9 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $204K |
| 10 | HESS CORPORATION HESS CORPORATION EMPLOYEES' PENSION PLAN | HOUSTON TX | 1,520 | $1.9B | $174K |
