Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morgan Stanley 6.375%, due 07/24/2042 in their Schedule of Assets, totaling $12.8M 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 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS RETIREMENT INCOME PLAN | ALBUQUERQUE NM | 3,118 | $6.2B | $6.5M |
| 2 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $3.4M |
| 3 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP EMPLOYEES' PENSION & RETIREMENT PLAN |
NEW YORK NY |
| 143 |
| $218.5M |
| $1.5M |
| 4 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $1.1M |
| 5 | GERMANIA FARM MUTUAL INSURANCE ASSOCIATION GERMANIA COMPANIES EMPLOYEES DEFINED BENEFIT PENSION PLAN | BRENHAM TX | 85 | $85.5M | $346K |
