Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Morgan Stanley Com New in their Schedule of Assets, totaling $5.9M 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 | BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH CA | 5,519 | $1.4B | $2.7M |
| 2 | BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADA LABORERS PENSION TRUST FUND FOR NORTHERN NEVADA | RENO NV | 1,388 | $206.7M | $1.1M |
| 3 |
OWATONNA MN |
| 2,699 |
| $788.7M |
| $940K |
| 4 | STEAMFITTERS LOCAL 439 STEAMFITTERS LOCAL 439 PENSION PLAN | CASEYVILLE IL | 122 | $54.2M | $411K |
| 5 | ONE GAS, INC. ONE GAS, INC. RETIREMENT PLAN | TULSA OK | 599 | $726.1M | $218K |
| 6 | BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA AND NEVADA | MANHATTAN BEACH CA | 5,081 | $198.1M | $172K |
| 7 | CONCORD GENERAL MUTUAL INSURANCE COMPANY CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLAN | BEDFORD NH | 59 | $99.4M | $150K |
| 8 | BOARD OF TRUSTEES, CEMENT MASONS ANNUITY TRUST FUND OF NORTHERN NEVADA CEMENT MASONS ANNUITY TRUST FUND FOR NORTHERN NEVA | RENO NV | 141 | $31.5M | $141K |
| 9 | ONE GAS, INC. ONE GAS, INC. RETIREE HEALTH AND WELFARE PLAN | TULSA OK | 0 | $176.3M | $27K |
