Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morgan Stanley Discovery Portfolio " in their Schedule of Assets, totaling $1.3M 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 | PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE CA | 129 | $19.8M | $605K |
| 2 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE WHITE PLAINS HOSPITAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | WHITE PLAINS NY | 463 | $66.1M | $357K |
| 3 | COMMUNITY HEALTH NETWORK, INC. |
INDIANAPOLIS IN |
| 1,479 |
| $164.1M |
| $238K |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $101K |
| 5 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $6K |
