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.

Manager

Morgan Stanley Smith Barney

EIN 208764829

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

0 dated closings

Disclosed commitments

n/a

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

Schedule C investment manager rows

Who backs this manager

No allocator on the commitment tape names a fund of this manager.

Corporate and Taft-Hartley plans (Schedule C)

20 plans

Greater Pennsylvania Carpenters' Pension Fundplan years 2024
Teamsters Local 641 Pension Fundplan years 2024
Sheet Metal Workers Pension Plan of Northern Californiaplan years 2023
Employees' Retirement Plan of Proskauer Rose LLPplan years 2023
Walsh College Pension Planplan years 2023
United Association National Pension Fundplan years 2023
Teamsters Local 277 Pensionplan years 2023
Road Carriers Local 707 Pension Fundplan years 2023
Retirement Plan for Employees of the Ovid Bell Press, Inc.plan years 2022
MCS Supplementary Pension Planplan years 2022
Norwegian Christian Home and Health Center Pension Planplan years 2022
Atlanta Life Insurance Company Retirement Planplan years 2022
Allen Matkins Cash Balance Pension Plan IIIplan years 2022
Building Technology Engineers, Inc. Retirement Income Planplan years 2022
Energy Systems Industries, Inc. Retirement Income Planplan years 2022
Local 1158 Ibew Afl-Cio Pension Fundplan years 2022
The Gonnella Pension Planplan years 2022
Meriwest Credit Union Retirement Planplan years 2022
Madelaine Chocolate Novelties, Inc. Union Pension Plan Trustplan years 2022
Tempel Employees Pension Planplan years 2022

Commitment rows

No rows.

What changed

Dec 31, 2024Consultant changedinferenceOneida Healthcare Center Pension Plan
Morgan Stanley Smith Barney LLC no longer appears on Oneida Healthcare Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceTeamsters Local 641 Pension Fund
Morgan Stanley no longer appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceEmployees' Retirement Plan of Proskauer Rose LLP
Morgan Stanley Global Banking no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceWakefern Pension Plan
Morgan Stanley Smith Barney LLC no longer appears on Wakefern Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceUpstate New York Bakery Drivers and Industry Pension Fund
Morgan Stanley Smith Barney Llc-Uma no longer appears on Upstate New York Bakery Drivers and Industry Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceIuoe Stationary Engineers Local 39 Pension Plan
Graystone Consulting/morgan Stanley appears on Iuoe Stationary Engineers Local 39 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceIbew Local 1249 Pension Plan
Morgan Stanley Smith Barney LLC no longer appears on Ibew Local 1249 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceOrthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan
Morgan Stanley Domestic Holdings appears on Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceD.F. King & Co., Inc. Pension Plan
Morgan Stanley Smith Barney LLC no longer appears on D.F. King & Co., Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceIbew Eastern States Pension Plan
Morgan Stanley Smith Barney LLC no longer appears on Ibew Eastern States Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferencePacific Coast Shipyards Pension Fund
Dobbs Group/graystone/morgan Stanle appears on Pacific Coast Shipyards Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Manager relationship startedTeamsters Local 641 Pension Fund
Morgan Stanley appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceIndiana State Council of Carpenters Pension Fund
Morgan Stanley appears on Indiana State Council of Carpenters Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceGMP & Employers Pension Plan
Morgan Stanley Domestic Holdings appears on GMP & Employers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Morgan Stanley Smith Barneyaskebsa.dol.gov