Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley BAML Trust in their Schedule of Assets, totaling $2.9M 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 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $2.8M |
| 2 | MEIJER, INC. MEIJER HEALTH BENEFITS PLAN | GRAND RAPIDS MI | 30,085 | $25.7M | $60K |
