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 Investment Mgt Inc.

unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
Schedule C rows
55 rows, $23.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Weyerhaeuser Pension Plan202428 51NONE$4.4M
Nextera Energy, Inc. Employee Pension Plan202428 51NONE$856,868
Western Metal Industry Pension Plan202428 50 51 52 68NONE$590,649
The Estee Lauder Companies Retirement Growth Account Plan202428 50 51NONE$557,690
Northwell Health Pension Plan202428NONE$509,039
Pinnacle West Capital Corporation Retirement Plan202428 51 68NONE$371,871
Ameriprise Financial Retirement Plan202428 50SERVICE PROVIDER$326,434
LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund202451NONE$228,364
Employees' Retirement Plan of Duke University202428 50 51NONE$150,422
Shaws Supermarkets, Inc. Pension Plan for Union Employees202428 50NONE$54,098
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct202428 50NONE$51,969
IPL Retirement Plan for Bargaining Unit Ees202428INVESTMENT MANAGER$49,136
Wisconsin Power & Light Co. Retirement Plan B202428INVESTMENT MANAGER$43,401
Alliant Energy Cash Balance Pension Plan202428INVESTMENT MANAGER$39,282
Banco Popular de Puerto Rico Retirement Plan202428INVESTMENT MANAGER$34,447
Sanford Health Employees' Pension Plan202419 25 28 50NONE$18,140
Nextera Energy, Inc. Employee Pension Plan202328 51NONE$1.1M
Weyerhaeuser Pension Plan202328 51NONE$1.1M
Shell Pension Plan202328 51NONE$688,690
The Estee Lauder Companies Retirement Growth Account Plan202328 50 51NONE$613,750
Western Metal Industry Pension Plan202328 50 51 52 68NONE$490,137
Pinnacle West Capital Corporation Retirement Plan202328 51 68NONE$363,611
Ameriprise Financial Retirement Plan202328 50SERVICE PROVIDER$335,286
Saint-Gobain Retirement Income Plan202328 50 51 52 68NONE KNOWN$285,586
Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries202328 50NONE$280,413
LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund202351NONE$204,160
Employees' Retirement Plan of Duke University202328 50 51NONE$174,194
IPL Retirement Plan for Bargaining Unit Ees202328INVESTMENT MANAGER$134,320
Wisconsin Power & Light Co. Retirement Plan B202328INVESTMENT MANAGER$116,858
Alliant Energy Cash Balance Pension Plan202328INVESTMENT MANAGER$112,313
Shaws Supermarkets, Inc. Pension Plan for Union Employees202328 50NONE$107,489
Banco Popular de Puerto Rico Retirement Plan202328INVESTMENT MANAGER$73,952
Northwell Health Pension Plan202328NONE$51,597
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct202328 50NONE$50,304
Sanford Health Employees' Pension Plan202319 25 28 50NONE$44,968
Weyerhaeuser Pension Plan202228 51NONE$2.4M
Nextera Energy, Inc. Employee Pension Plan202228 51NONE$1.0M
Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries202228 50NONE$725,195
Shell Pension Plan202228 51NONE$714,945
The Estee Lauder Companies Retirement Growth Account Plan202228 50 51NONE$691,124
Hess Corporation Employees' Pension Plan202228 50 51NONE$657,623
Western Metal Industry Pension Plan202228 50 51 52 68NONE$495,365
Saint-Gobain Retirement Income Plan202228 50 51 52 68NONE KNOWN$427,279
Pinnacle West Capital Corporation Retirement Plan202228 51 68NONE$386,121
Ameriprise Financial Retirement Plan202228 50SERVICE PROVIDER$335,681
LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund202251NONE$191,310
Employees' Retirement Plan of Duke University202228 50 51NONE$144,387
Wisconsin Power & Light Co. Retirement Plan B202228INVESTMENT MANAGER$138,524
IPL Retirement Plan for Bargaining Unit Ees202228INVESTMENT MANAGER$132,706
Shaws Supermarkets, Inc. Pension Plan for Union Employees202211 50NONE$130,360
Alliant Energy Cash Balance Pension Plan202228INVESTMENT MANAGER$125,254
Banco Popular de Puerto Rico Retirement Plan202228INVESTMENT MANAGER$84,387
Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct202228 50NONE$51,883
Sanford Health Employees' Pension Plan202219 25 28 50NONE$20,079
Retirement Plan for Employees of United Supermarkets, L.L.C.202228 50NONE$18,974
What changed
  • Dec 31, 2024Manager relationship endedinferenceShell Pension Plan
    Morgan Stanley Hy no longer appears on Shell Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Morgan Stanley Investment Mgt Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship startedNorthwell Health Pension Plan
    Morgan Stanley Investment Mgmt. Inc appears on Northwell Health Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Mgt Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceRetirement Plan for Employees of United Supermarkets, L.L.C.
    Morgan Stanley Investment Managemen no longer appears on Retirement Plan for Employees of United Supermarkets, L.L.C.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Mgt Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship startedShaws Supermarkets, Inc. Pension Plan for Union Employees
    Morgan Stanley appears on Shaws Supermarkets, Inc. Pension Plan for Union Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Mgt Inc.askebsa.dol.gov