Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Morgan Stanley Private Bank " in their Schedule of Assets, totaling $7.2M 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 | GMP & EMPLOYERS PENSION PLAN GMP & EMPLOYERS PENSION PLAN | CINCINNATI OH | 2,185 | $566.0M | $4.2M |
| 2 | CONTRACTORS LABORERS TEAMSTERS & ENGINEERS PENSION PLAN CONTRACTORS LABORERS TEAMSTERS & ENGINEERS PENSION PLAN | OMAHA NE | 884 | $149.1M | $2.2M |
| 3 | SHAW BROTHERS CONSTRUCTION, INC. |
GORHAM ME |
| 196 |
| $27.2M |
| $469K |
| 4 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $253K |
| 5 | UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FD UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FUND | ONA WV | 139 | $33.6M | $24K |