Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley Mutual funds in their Schedule of Assets, totaling $1.6M 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 | IGNITE FUELING INNOVATION, INC. IGNITE FUELING INNOVATION EMPLOYEE STOCK OWNERSHIP PLAN | HUNTSVILLE AL | 155 | $9.0M | $1.6M |
| 2 | BELLAMY AUTOMOTIVE GROUP, INC. BELLAMY AUTOMOTIVE GROUP, INC. 401K PLAN | MCDONOUGH GA | 145 | $17.1M | $75K |
