Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding MS INCEPTION PORTFOLIO I in their Schedule of Assets, totaling $1.3M 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 | ALL4 LLC ALL4 401(K) AND RETIREMENT PLAN | KIMBERTON PA | 261 | $32.7M | $823K |
| 2 | SWISS KRONO USA, INC. SWISS KRONO USA, INC. 401K RETIREMENT PLAN | BARNWELL SC | 323 | $15.9M | $319K |
| 3 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN |
BATAVIA IL |
| 175 |
| $12.8M |
| $87K |
| 4 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $54K |
