Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Morgan Stanley International Advantage Portfolio in their Schedule of Assets, totaling $2.6M 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 | BANKER LOPEZ GASSLER P.A. BANKER LOPEZ GASSLER P.A. 401(K) PLAN | TAMPA FL | 350 | $83.7M | $1.4M |
| 2 | JOHNSON INVESTMENT COUNSEL, INC. JOHNSON INVESTMENT COUNSEL, INC. PROFIT SHARING & 401(K) PLAN | CINCINNATI OH | 150 | $88.1M | $1.2M |
| 3 | CITY BARBEQUE CITY BARBEQUE 401K PLAN |
DUBLIN OH |
| 1,249 |
| $15.3M |
| $21K |
