Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Morgan Stanley Mtn in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND | WEST COVINA CA | 853 | $39.2M | $736K |
| 2 | BOARD OF TRUSTEES, CONSTRUCTION TEAMSTERS SECURITY CONSTRUCTION TEAMSTERS SECURITY FUND FOR SOUTHERN CALIFORNIA | PASADENA CA | 608 | $60.7M | $343K |
| 3 |
TERRE HAUTE IN |
| 11,260 |
| $1.8B |
| $320K |
| 4 | OREGON EDUCATION ASSOCIATION OEA CHOICE WELFARE BENEFIT PLAN | TIGARD OR | 19,365 | $98.0M | $297K |
| 5 | BOARD OF TRUSTEES, NORTHERN CALIFORNIA TILE INDUSTRY NORTHERN CALIFORNIA TILE INDUSTRY DEFINED BENEFIT PENSION PLAN | PLEASANTON CA | 1,134 | $257.9M | $132K |
| 6 | SOUTHERN CALIFORNIA PIPE TRADES SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH FUND | LOS ANGELES CA | — | $42.5M | $110K |
| 7 | SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN | SYRACUSE NY | 661 | $23.9M | $69K |
