Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Morgan Stanley Global Opportunity in their Schedule of Assets, totaling $27K 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 | LOWER SIOUX INDIAN COMMUNITY IN THE STATE OF MINNESOTA LOWER SIOUX INDIAN COMMUNITY 401(K) RETIREMENT PLAN & TRUST | MORTON MN | 676 | $8.7M | $27K |
| 2 | TRIAD NATIONAL SECURITY, LLC TRIAD 401(K) RETIREMENT PLAN | LOS ALAMOS NM | 12,888 | $2.5B | $0 |
| 3 | TRIAD NATIONAL SECURITY, LLC |
LOS ALAMOS NM |
| 1,969 |
| $899.9M |
| $0 |
