Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morgan Stanley Fin LLC 30 Jun 2026 in their Schedule of Assets, totaling $3.9M 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 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $1.4M |
| 2 | HAWAII CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU HI | 4,242 | $662.3M | $1.3M |
| 3 | HAWAII CARPENTERS HEALTH & WELFARE FUND |
HONOLULU HI |
| 3,862 |
| $213.9M |
| $588K |
| 4 | HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN | HONOLULU HI | 0 | $181.5M | $409K |
| 5 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $210K |
