Jennifer Cacciatore signed Morgan Stanley Domestic Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Stanley Domestic Holdings, LLC's EIN is 20-8764829.
Download the official 2024 Form 5500 (PDF) for Morgan Stanley Domestic Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morgan Stanley Domestic Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGMT | 20-1733361 | — | NONE | $914K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $81K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $13.4B | 60.6% | |
| EQUITY INDEX NL FUND BLACKROCK INSTITUTIONAL TRUST CO. N · EIN 26-4273359 / PN 001 | Common Collective Trust | — | — | $4.1B | 18.5% | |
| [Assets held in employer securities] | Other | — | — | $3.3B | 14.8% | |
| [Assets held in common stock] | Other | — | — | $2.9B | 12.9% | |
| COMMINGLED PENSION TRUST FD LCG JPM JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $1.8B | 8.3% | |
| SSGA TARGET RETIREMENT 2035 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 197 | Common Collective Trust | — | — | $688.5M | 3.1% | |
| MID CAP EQUITY INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST CO. N · EIN 27-0739802 / PN 001 | Common Collective Trust | — | — | $652.3M | 2.9% | |
| SSGA TARGET RETIREMENT 2030 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 195 | Common Collective Trust | — | — | $550.7M | 2.5% | |
| SSGA TARGET RETIREMENT 2040 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 199 | Common Collective Trust | — | — | $547.1M | 2.5% | |
| RUSSELL 2000 INDEX NL FUND M BLACKROCK INSTITUTIONAL TRUST CO. N · EIN 26-4299570 / PN 001 | Common Collective Trust | — | — | $546.2M | 2.5% | |
| SSGA TARGET RETIREMENT 2045 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 201 | Common Collective Trust | — | — | $532.8M | 2.4% | |
| SSGA TARGET RETIREMENT 2050 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 203 | Common Collective Trust | — | — | $480.1M | 2.2% | |
| MSCI ACWI EX-US INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO. N · EIN 27-2094921 / PN 001 | Common Collective Trust | — | — | $426.0M | 1.9% | |
| SSGA TARGET RETIREMENT 2025 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 193 | Common Collective Trust | — | — | $333.3M | 1.5% | |
| SSGA TARGET RETIREMENT 2055 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 321 | Common Collective Trust | — | — | $330.7M | 1.5% | |
| WILLIAM BLAIR EM GRWTH COLL INV FD GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 003 | Common Collective Trust | — | — | $319.9M | 1.4% | |
| COLLECTIVE INVT TOTAL RETURN COLLEC PIMCO · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $298.6M | 1.3% | |
| TS&W INTERNATIONAL LC EQUITY TRUST GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $287.9M | 1.3% | |
| US DEBT INDEX NL FUND BLACKROCK INSTITUTIONAL TRUST CO. N · EIN 26-4086131 / PN 001 | Common Collective Trust | — | — | $252.2M | 1.1% | |
| SSGA TARGET RETIREMENT NL FUND A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 185 | Common Collective Trust | — | — | $196.2M | 0.9% | |
| SSGA TARGET RETIREMENT 2060 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 418 | Common Collective Trust | — | — | $189.5M | 0.9% | |
| BLACKROCK EMER MRKT INDEX NL FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3832702 / PN 001 | Common Collective Trust | — | — | $177.2M | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $130.4M | 0.6% | |
| MSCI ACWI ESG FOCUS INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-1496408 / PN 001 | Common Collective Trust | — | — | $118.3M | 0.5% | |
| SSGA TARGET RETIREMENT 2020 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 191 | Common Collective Trust | — | — | $110.2M | 0.5% | |
| NTGI COLLECTIVE SHORT TERM INV FUND NORTHERN TRUST · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $108.9M | 0.5% | |
| SSGA TARGET RETIREMENT 2065 NL FD A STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 043 | Common Collective Trust | — | — | $104.5M | 0.5% | |
| US HIGH YIELD BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 99-3813904 / PN 001 | Common Collective Trust | — | — | $81.1M | 0.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $78.8M | 0.4% | |
| NA INVT FDS E DEVELOPED REAL ESTATE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-2659367 / PN 001 | Common Collective Trust | — | — | $65.2M | 0.3% | |
| WELLINGTON OPP EMERGING MARKTS DEBT WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 099 | Common Collective Trust | — | — | $58.4M | 0.3% | |
| SHORT TERM FLOATING NAV II PIMCO · EIN 33-0629048 / PN 776 | Common Collective Trust | — | — | $30.0M | 0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $7.6M | <0.1% | |
| SSGA US HI YLD BOND INDX NL CLASS A STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET GLOBAL REIT STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO, LP | 80-0175963 | — | NONE | $1.7M | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | — | NONE | $1.5M | — |
| PRINCIPAL GLOBAL INVESTORS, LLC | 42-1480096 | — | NONE | $564K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISRS TRST CO | 81-4017137 | — | INVESTMENT MANAGER | $1.6M | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | INVESTMENT MANAGER | $1.3M | — |
| SHENKMAN CAPITAL MANAGEMENT, INC. | — | NEW YORK, NY | INVESTMENT MANAGER | $599K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDITOR | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | NONE | $3.8M | — |
| ARTISAN PARTNERS | 30-0551775 | — | NONE | $1.4M | — |
| WESTWOOD MANAGEMENT CORPORATION | 13-3160186 | — | NONE | $1.2M | — |
| FRED ALGER MANAGEMENT LLC | 13-2510833 | — | NONE | $1.1M | — |
| THOMPSON, SIEGEL & WALMSLEY LLC | 54-0854396 | — | NONE | $812K | — |
| MERCER INVESTMENTS LLC | 36-2668272 | — | NONE | $246K | — |
