Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley Growth Portfolio in their Schedule of Assets, totaling $329K 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 | ORTHOPAEDIC ASSOCIATES, P.A. ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN AND TRUST | FORT WALTON BEACH FL | 0 | $17.1M | $301K |
| 2 | LOWER SIOUX INDIAN COMMUNITY IN THE STATE OF MINNESOTA LOWER SIOUX INDIAN COMMUNITY 401(K) RETIREMENT PLAN & TRUST | MORTON MN | 676 | $8.7M | $27K |
