Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morgan Stanley Finance LLC Zero Coupon 27 Jun 2025 in their Schedule of Assets, totaling $6.8M 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 CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU HI | 4,242 | $662.3M | $3.1M |
| 2 | HAWAII CARPENTERS HEALTH & WELFARE FUND HAWAII CARPENTERS HEALTH AND WELFARE | HONOLULU HI | 3,862 | $213.9M | $1.7M |
| 3 | HAWAII LABORERS' PENSION TRUST FUND |
HONOLULU HI |
| 2,457 |
| $426.2M |
| $993K |
| 4 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU HI | 1,543 | $361.9M | $816K |
| 5 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $208K |
