DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Morgan Stanley

unclassified
Advisory clients on the tape
13
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
13 allocators
Other roles
10 allocators
Schedule C rows
114 rows, $41.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pipeline Industry Pension Fund202528 51NONE$1.9M
The People's Credit Union Defined Benefit Plan and Trust202551NONE$106,246
Equitable Retirement Plan202428 50NONE$3.7M
America First Credit Union Pension Plan202427 50NONE$1.6M
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund202427 51INVESTMENT ADVISOR$1.2M
Mony Life Retirement Income Security Plan for Employees202419 28 50NONE$500,742
Electrical Workers Pension Trust Fund of Local Union No. 58 - Ibew202427 50 62NONE$481,964
Thomas Steel Strip Corp. Pension Plan202419SUB CUSTODIAN$204,513
I.B.E.W. Local 540 Pension Fund202416 19 28 51CUSTODIAN / CONSULTANT$159,994
Retirement Plan for Employees of Mazda North American Operations202428NONE$144,788
Hawaii Sheet Metal Workers Pension Fund202428 51NONE$141,099
Roofers Local No. 88 Pension Fund202419 28INVESTMENT CUSTODIAN$132,822
The People's Credit Union Defined Benefit Plan and Trust202451NONE$101,142
Glaziers Local No. 1162 Pension Fund202419INVESTMENT CUSTODIAN$99,286
I.A.T.S.E. Local No. 33 Pension Trust Fund202451NONE$88,036
Employees' Retirement Plan of Proskauer Rose LLP202428 50NONE$75,000
Shaklee Corporation Pension Plan202427NONE$73,183
Pension Plan for Employees of Centreville Savings Bank202451INVESTMENT ADVISOR$71,747
Thomas Steel Strip Corp. Retirement Income Plan202421TRUSTEE$68,634
Leistritz Advanced Technologies Corp. Retirement Plan202427 28NONE$67,139
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union202427 50 51NONE$63,654
Building Trades Pension Plan of Western Pennsylvania202428NONE$57,389
Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust202427 50NONE$52,244
Tidewater Barge Lines, Inc. Employee Retirement Plan202428 33 50 51 71NONE$44,011
Sloan Valve Company Factory Employees' Amended Pension Plan202428NONE$36,593
Steamfitters Local #449 Pension Plan202428NONE$31,148
Waterfront Warehouses Local No. 1429 Pension Fund202419 27 33 49 50 71 72 99NONE$30,020
Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton202428NA$15,744
Hunter Douglas Employees' Retirement Plan202427 50NONE$15,450
Graphic Communications International Union Local 96-B Pension Fund202428 52INVESTMENT MANAGEMENT$9,565
Texas-New Mexico Power Company Pension Plan202428 51N/A$5,818
Intl Brotherhood of Elec Work. Loc 58 Sound & Communications202427 50NONE$5,000
PB Leiner USA Corp. Pension Plan for Davenport Collectively Bargained Employees202452FINANCIAL ADVISOR
Equitable Retirement Plan202328 50NONE$4.4M
The Southern Company Pension Plan202328 51NONE$2.8M
Pipeline Industry Pension Fund202328 51NONE$2.0M
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund202327 51INVESTMENT ADVISOR$1.1M
Carpenters Pension Trust Fund of St. Louis202328 51NONE$715,979
Mony Life Retirement Income Security Plan for Employees202319 28 50NONE$452,975
Electrical Workers Pension Trust Fund of Local Union No. 58 - Ibew202327 50 62NONE$438,203
Greater Pennsylvania Carpenters' Pension Fund202321NONE$345,225
Ohio Operating Engineers Pension Plan202328$280,468
Thomas Steel Strip Corp. Pension Plan202319SUB CUSTODIAN$206,044
Retirement Plan for Employees of Mazda North American Operations202328NONE$168,430
I.B.E.W. Local 540 Pension Fund202319 28 51INVESTMENT CUSTODIAN$155,222
Roofers Local No. 88 Pension Fund202319 28INVESTMENT CUSTODIAN$128,178
Colony Brands, Inc. Pension Plan202327 50INVESTMENT ADVISOR$115,903
I.A.T.S.E. Local No. 33 Pension Trust Fund202351NONE$97,549
The People's Credit Union Defined Benefit Plan and Trust202351NONE$93,685
Glaziers Local No. 1162 Pension Fund202319INVESTMENT CUSTODIAN$90,463
Pension Plan for Employees of Centreville Savings Bank202351INVESTMENT ADVISOR$75,964
Hawaii Sheet Metal Workers Pension Fund202328 51NONE$75,000
Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust202327 50NONE$72,209
Building Trades Pension Plan of Western Pennsylvania202328NONE$67,044
Thomas Steel Strip Corp. Retirement Income Plan202321TRUSTEE$66,879
Leistritz Advanced Technologies Corp. Retirement Plan202327 28NONE$64,326
Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan202319 28NONE$63,841
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union202327 50 51NONE$61,800
Iron Workers District Council of Tn Valley & Vicinity Pension Plan202319 27 28NONE$60,119
Tidewater Barge Lines, Inc. Employee Retirement Plan202328 33 50 51 71NONE$58,407
Shaklee Corporation Pension Plan202327NONE$54,116
Waterfront Warehouses Local No. 1429 Pension Fund202319 27 33 49 50 71 72 99NONE$48,116
Sloan Valve Company Employees' Pension Plan202328NONE$47,765
ST. Joseph's Hospital, Inc. Retirement Plan and Trust202328NONE$45,337
Retirement Plan for Employees of Hawaii Agriculture Research Center202312 13 28 50NONE$41,836
Steamfitters Local #449 Pension Plan202328NONE$26,853
Sloan Valve Company Factory Employees' Amended Pension Plan202328NONE$24,033
Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton202328NA$19,429
Phoebe Home, Inc. Union Employees' Pension Plan202327 51NONE$13,990
Texas-New Mexico Power Company Pension Plan202328 51N/A$10,997
Graphic Communications International Union Local 96-B Pension Fund202328INVESTMENT MANAGEMENT$10,977
Hunter Douglas Employees' Retirement Plan202327 50NONE$7,725
Intl Brotherhood of Elec Work. Loc 58 Sound & Communications202327 50NONE$5,000
PB Leiner USA Corp. Pension Plan for Davenport Collectively Bargained Employees202352FINANCIAL ADVISOR
Equitable Retirement Plan202228 50NONE$5.3M
The Southern Company Pension Plan202228 51NONE$3.8M
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund202227INVESTMENT ADVISOR$1.0M
Mony Life Retirement Income Security Plan for Employees202219 50NONE$1.0M
Carpenters Pension Trust Fund of St. Louis202228NONE$796,828
Electrical Workers Pension Trust Fund of Local Union No. 58 - Ibew202227 50 62NONE$439,216
Greater Pennsylvania Carpenters' Pension Fund202221NONE$399,443
Jacksonville Maritime Association / International Longshoremen's Association Pension Plan202215 19 27 28 33 49 50 51 55 64 71 72 99NONE$357,146
Ohio Operating Engineers Pension Plan202228$273,767
Iron Workers District Council of Tn Valley & Vicinity Pension Plan202219 27 28NONE$151,975
Roofers Local No. 88 Pension Fund202228INVESTMENT MANAGER$131,615
Colony Brands, Inc. Pension Plan202227 50INVESTMENT ADVISOR$126,158
Hawaii Sheet Metal Workers Pension Fund202228 51NONE$125,031
I.A.T.S.E. Local No. 33 Pension Trust Fund202251NONE$122,309
Retirement Plan for Employees of Mazda North American Operations202228NONE$114,405
Thomas Steel Strip Corp. Pension Plan202219SUB CUSTODIAN$96,328
The People's Credit Union Defined Benefit Plan and Trust202251NONE$95,950
Building Trades Pension Plan of Western Pennsylvania202228NONE$87,736
Washington Dc Cement Masons' Pension Fund202219 50 64NONE$86,427
Glaziers Local No. 1162 Pension Fund202227INVESTMENT ADVISOR$83,534
Leistritz Advanced Technologies Corp. Retirement Plan202227 28NONE$71,882
Tidewater Barge Lines, Inc. Employee Retirement Plan202228 33 50 51 71NONE$60,323
Frank M. Vaccaro & Associates, Inc. Employees' Pension Plan202219 28NONE$58,099
Waterfront Warehouses Local No. 1429 Pension Fund202219 27 33 49 50 71 72 99NONE$51,911
Sloan Valve Company Employees' Pension Plan202228NONE$47,675
Phoebe Home, Inc. Union Employees' Pension Plan202227 51NONE$47,655
ST. Joseph's Hospital, Inc. Retirement Plan and Trust202228NONE$47,022
Retirement Plan and Trust for Employees of Credit Human Federal Credit Union202227 50 51NONE$45,000
Shaklee Corporation Pension Plan202227NONE$44,029
Sloan Valve Company Factory Employees' Amended Pension Plan202228NONE$40,219
Truist Financial Corporation Pension Plan202228 50NONE$35,630
Pension Plan for Employees of Centreville Savings Bank202251INVESTMENT ADVISOR$33,679
Thomas Steel Strip Corp. Retirement Income Plan202221TRUSTEE$31,254
Retirement Plan for Employees of Hawaii Agriculture Research Center202212 13 28 50NONE$29,878
Steamfitters Local #449 Pension Plan202228NONE$24,324
Graphic Communications International Union Local 96-B Pension Fund202228INVESTMENT MANAGEMENT$13,189
Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton202228NA$11,851
Texas-New Mexico Power Company Pension Plan202228 51N/A$11,758
Intl Brotherhood of Elec Work. Loc 58 Sound & Communications202227 50NONE$5,000
PB Leiner USA Corp. Pension Plan for Davenport Collectively Bargained Employees202252FINANCIAL ADVISOR
What changed