Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MORGAN STANLEY RESIDENTIAL MORTGAGE LOAN TRUST 144A 6.5% CORPORATE DEBT SECURITIES in their Schedule of Assets, totaling $8.9M 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET US CORE PLUS, L.L.C. | PASADENA CA | — | $1.9B | $6.5M |
| 2 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET MORTGAGE BACKED SECURITIES PORTFOLIO, L.L.C. | PASADENA CA | — | $873.1M | $1.9M |
| 3 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS |
WASHINGTON DC |
| — |
| $819.7M |
| $239K |
| 4 | BOARD OF TRUSTEES OF ROOFERS PENSION FUND ROOFERS PENSION FUND | OAK BROOK IL | 2,046 | $529.5M | $186K |
| 5 | CATERPILLAR INC. CATERPILLAR INC. GROUP INSURANCE MASTER TRUST | IRVING TX | — | $88.0M | $77K |
