Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley Corporate Stock in their Schedule of Assets, totaling $245K 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 | G.I. ASSOCIATES, LLC G.I. ASSOCIATES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST | MILWAUKEE WI | 295 | $18.8M | $233K |
| 2 | OROHEALTH CORPORATION OROHEALTH CORPORATION RETIREMENT PLAN | OROVILLE CA | 1,497 | $26.5M | $12K |
