Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Morgan Stanley Stock in their Schedule of Assets, totaling $1.9M 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 | LOCAL 1102 HEALTH & BENEFIT FUND LOCAL 1102 HEALTH AND BENEFIT FUND | WOODBURY NY | 2,753 | $173.7M | $889K |
| 2 | LOCAL 1102 RETIREMENT TRUST LOCAL 1102 RETIREMENT TRUST | WOODBURY NY | 91 | $41.9M | $630K |
| 3 | PLUMBERS LOCAL UNION NO. 1 WELFARE FUND PLUMBERS LOCAL UNION NO 1 - WELFARE FUND |
LONG ISLAND CITY NY |
| 2,647 |
| $350.6M |
| $170K |
| 4 | BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUND LOCAL 1931 PENSION FUND | VALLEY STREAM NY | 173 | $29.4M | $94K |
| 5 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $61K |
| 6 | DENTAL PRACTICE CONSORTIUM DENTAL PRACTICE CONSORTIUM, INC. HEALTH PLAN | INDIANAPOLIS IN | 2,740 | $11.6M | $8K |
