Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Morgan Stanley Corporate Bond in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | A.M. CASTLE & CO. PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. | OAK BROOK IL | 126 | $99.5M | $1.4M |
| 2 | FEDERAL SIGNAL CORPORATION FEDERAL SIGNAL CORPORATION RETIREMENT PLAN | DOWNERS GROVE IL | 209 | $82.9M | $614K |
| 3 | CHARTER CONSTRUCTION, INC. CHARTER CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
SEATTLE WA |
| 211 |
| $14.2M |
| $562K |
| 4 | G.I. ASSOCIATES, LLC G.I. ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST | MILWAUKEE WI | 295 | $18.8M | $13K |
