Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Morgan Stanley common stock in their Schedule of Assets, totaling $23.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $13.9M |
| 2 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $5.4M |
| 3 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND |
MADISON HEIGHTS MI |
| 2,271 |
| $544.8M |
| $759K |
| 4 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $587K |
| 5 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $289K |
| 6 | PRODUCERS RICE MILL, INC. PRODUCERS RICE MILL, INC. PENSION PLAN | STUTTGART AR | 280 | $117.0M | $267K |
| 7 | LOCAL UNION 903 PENSION PLAN LOCAL UNION 903 PENSION PLAN | MOBILE AL | 371 | $72.8M | $193K |
| 8 | BOARD OF TRUSTEES OF TEAMSTERS LIFE INSURANCE TRUST FUND TEAMSTERS LIFE INSURANCE TRUST FUND | DUBLIN CA | 5,069 | $37.2M | $190K |
| 9 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS PROFIT SHARING PLAN | NEW HAVEN CT | 50 | $27.2M | $189K |
| 10 | LUHR CROSBY, LLC LUHR CROSBY, LLC EMPLOYEES PROFIT SHARING PLAN AND TRUST | COLUMBIA IL | 194 | $40.4M | $159K |
