Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Morgan Stanley Corporate bonds in their Schedule of Assets, totaling $3.4M 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 | THE MANUFACTURERS INVESTMENT CORPORATION JOHN HANCOCK EMPLOYEE WELFARE PLAN | BOSTON MA | 4,900 | $283.2M | $1.9M |
| 2 | THE MANUFACTURERS INVESTMENT CORPORATION JOHN HANCOCK PENSION PLAN | BOSTON MA | 4,993 | $1.9B | $623K |
| 3 | CHOATE CONSTRUCTION COMPANY CHOATE CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN |
ATLANTA GA |
| 463 |
| $548.1M |
| $399K |
| 4 | FEDERAL SCREW WORKS FEDERAL SCREW WORKS SALARIED EMPLOYEES PENSION PLAN | ROMULUS MI | 50 | $17.9M | $178K |
| 5 | RESOURCES FOR THE FUTURE, INC. RESOURCES FOR THE FUTURE, INC. 401(A) RETIREMENT | WASHINGTON DC | 68 | $39.5M | $115K |
| 6 | IBEW LOCAL 505 NECA PENSION PLAN IBEW LOCAL 505 NECA PENSION PLAN | MOBILE AL | 385 | $64.1M | $75K |
| 7 | ELMONT CEMETERY, INC. ELMONT CEMETERY FIELD WORKERS PENSION TRUST | ELMONT NY | 80 | $3.2M | $58K |
| 8 | E & A MARKETS, INC. E & A MARKETS, INC. 401(K) PROFIT SHARING PLAN | WESTERLY RI | 150 | $13.2M | $29K |
| 9 | BOARD OF TRUSTEES, SOUTH BAY HOTEL EE RESTAURANT EE LEGAL TRUST FUND SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES LEGAL TRUST FUND | SEATTLE WA | 1,032 | $1.3M | $25K |
