DFX Intelligence

Allocator Intelligence

Morgan Stanley Investment Mgt Inc.

unclassified
unclassified

52 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
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

+52 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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