Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley Finance LLC .125% 07 Feb 2028 in their Schedule of Assets, totaling $398K 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 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $302K |
| 2 | BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND MASONS HEALTH & WELFARE PLAN | HONOLULU HI | 665 | $15.0M | $95K |
