Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Morgan Stanley Mutual funds in their Schedule of Assets, totaling $2.5M 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 | IGNITE FUELING INNOVATION, INC. IGNITE FUELING INNOVATION EMPLOYEE STOCK OWNERSHIP PLAN | HUNTSVILLE AL | 155 | $9.0M | $1.6M |
| 2 | RESOURCES FOR THE FUTURE, INC. RESOURCES FOR THE FUTURE, INC. 401(A) RETIREMENT | WASHINGTON DC | 68 | $39.5M | $820K |
| 3 | BELLAMY AUTOMOTIVE GROUP, INC. |
MCDONOUGH GA |
| 145 |
| $17.1M |
| $75K |
| 4 | STANDARD HEATING & AIR CONDITIONING STANDARD HEATING & AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN | LA VISTA NE | 145 | $10.5M | $51K |
