Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Morgan Stanley Private Bank, NA in their Schedule of Assets, totaling $15.8M 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 | LEE CONTRACTING, INC. LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | PONTIAC MI | 527 | $250.5M | $11.2M |
| 2 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY | 721 | $157.4M | $3.2M |
| 3 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL PENSION PLAN |
MASSILLON OH |
| 690 |
| $80.5M |
| $571K |
| 4 | BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUND LOCAL 138 PENSION TRUST FUND | DEER PARK NY | 152 | $111.3M | $398K |
| 5 | TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND | HARRIMAN NY | 703 | $8.0M | $119K |
| 6 | BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND PLUMBERS & PIPEFITTERS LOCAL 123 WELFARE FUND | JACKSONVILLE FL | 546 | $17.3M | $82K |
| 7 | BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUND CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUN | LINCOLN IL | 3,239 | $254.6M | $77K |
| 8 | IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND | HARRIMAN NY | 844 | $10.4M | $71K |
| 9 | BROTHERHOOD MAINTENANCE OF WAY EMPLOYES DIVISION OF IBT BMWED HEALTH FUND | NOVI MI | 126 | $4.7M | $26K |
| 10 | CONTRACTORS, LABORERS, TEAMSTERS,& ENGINEERS HEALTH & WELFARE PLAN CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN | OMAHA NE | 695 | $7.9M | $23K |
