Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Morgan Stanley Bank, N.A in their Schedule of Assets, totaling $9.8M 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 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN | HARRIMAN NY | 1,155 | $161.2M | $3.3M |
| 2 | INT'L BROTHERHOOD OF ELECT. WORKERS LOCAL UNION 400 PENSION FUND LOCAL UNION 400 I.B.E.W. PENSION PLAN | WEST TRENTON NJ | 532 | $186.9M | $1.4M |
| 3 | BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUND |
DEER PARK NY |
| 152 |
| $111.3M |
| $983K |
| 4 | I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN | SCRANTON PA | 371 | $22.6M | $911K |
| 5 | TRUSTEES OF IBEW LOCAL 363-WELFARE IBEW LOCAL 363 WELFARE PLAN | HARRIMAN NY | 763 | $61.6M | $614K |
| 6 | INSULATORS LOCAL 23 PENSION FUND BOARD OF ADMINISTRATION INSULATORS LOCAL 23 PENSION PLAN | GRANTVILLE PA | 162 | $65.8M | $431K |
| 7 | LOCAL 294 AND EASTERN CONTRACTORS ASSOC. JOINT EDUCATION AND TRAINING TEAMSTERS LOCAL 294 AND EASTERN CONTRACTORS ASSOCIATION, INC. JOINT EDUCATION AND TRAINING FUND | ALBANY NY | 101 | $1.7M | $397K |
| 8 | LABORERS' LOCAL #157 ANNUITY FUND LABORERS' LOCAL #157 ANNUITY FUND | SCHENECTADY NY | 1,295 | $27.0M | $353K |
| 9 | PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND | MUSCLE SHOALS AL | 1,198 | $32.9M | $255K |
| 10 | CONTRACTORS LABORERS TEAMSTERS & ENGINEERS PENSION PLAN CONTRACTORS LABORERS TEAMSTERS & ENGINEERS PENSION PLAN | OMAHA NE | 884 | $149.1M | $249K |
