Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Morgan Stanley Growth I in their Schedule of Assets, totaling $8.4M 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 | LOGISTEED AMERICA, INC. LOGISTEED AMERICA, INC. 401(K) PLAN | TORRANCE CA | 302 | $29.2M | $2.8M |
| 2 | UPSTANDING, LLC MOBILITYWARE, LLC 401(K) PLAN | IRVINE CA | 211 | $32.8M | $1.2M |
| 3 | BREVILLE USA, INC. BREVILLE USA, INC. 401(K) RETIREMENT PLAN |
TORRANCE CA |
| 257 |
| $17.8M |
| $967K |
| 4 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $860K |
| 5 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $807K |
| 6 | ALIGNMENT HEALTHCARE USA, LLC ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN | ORANGE CA | 1,318 | $59.8M | $753K |
| 7 | DOMA TECHNOLOGIES LLC DOMA TECHNOLOGIES LLC 401(K) PLAN | VIRGINIA BEACH VA | 202 | $7.9M | $390K |
| 8 | MERICAL, INC. MERICAL, INC. EMPLOYEE'S SAVINGS PLAN | ANAHEIM CA | 466 | $12.4M | $352K |
| 9 | INFINITE COMMERCE, INC. INFINITE COMMERCE, INC. 401(K) PLAN | SEATTLE WA | 163 | $4.5M | $201K |
| 10 | SHAMIT MANAGEMENT INC. SHAMIT MANAGEMENT 401(K) PLAN | ELLICOTT CITY MD | 217 | $3.2M | $48K |
