Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Morgan Stanley Bank in their Schedule of Assets, totaling $3.1M 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 | LOCAL 4911 V.E.B.A C/O BENEFITS ADMINISTRATIVE SERVICE VOLUNTARY LOCAL 4911 RETIREE MEDICAL FUND | RICHMOND HEIGHTS OH | 2,656 | $33.6M | $818K |
| 2 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN | HAZARD KY | 855 | $155.4M | $744K |
| 3 | APPALACHIAN REGIONAL HEALTHCARE, INC |
HAZARD KY |
| 373 |
| $120.0M |
| $385K |
| 4 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $253K |
| 5 | ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY OK | 2,151 | $16.4M | $250K |
| 6 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. ADMINISTRATIVE RETIREMENT PLAN | HAZARD KY | 122 | $51.7M | $247K |
| 7 | IPM HEALTH & WELFARE TRUST OF CALIFORNIA IPM HEALTH & WELFARE TRUST OF CALIFORNIA | RIVERSIDE CA | 777 | $15.0M | $201K |
| 8 | OIL WELL SERVICE CO. OIL WELL SERVICE CO. EMPLOYEE STOCK OWNERSHIP PLAN | SIGNAL HILL CA | 79 | $20.1M | $115K |
| 9 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $37K |
| 10 | UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FD UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FUND | ONA WV | 139 | $33.6M | $24K |
