Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morgan Stanley Pvt Bank in their Schedule of Assets, totaling $255K 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 | ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY OK | 2,151 | $16.4M | $253K |
| 2 | CHUGH, LLP CHUGH, LLP PROFIT SHARING PLAN | CERRITOS CA | 195 | $12.3M | $2K |
