Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MORGAN STANLEY FIXED 1.593% DUE 05-04-2027 in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $6.4M |
| 2 | UEBT RETIREE HEALTH PLAN UEBT RETIREE HEALTH PLAN | CONCORD CA | — | $97.0M | $1.2M |
| 3 | SONY CORPORATION OF AMERICA |
NEW YORK NY |
| 13,338 |
| $6.2B |
| $134K |
| 4 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $56K |