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 Investment Managemen

EIN 130057834
Public LPs on the tape
5
distinct allocators disclosing a fund
Commitment rows
15
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
6
Schedule C investment manager rows
Who backs this manager
5 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Michelin Retirement Plan30Pooled vehiclesOct 31, 2023Oct 31, 2025
Ameriprise Financial Retirement Plan30Pooled vehiclesSep 30, 2023Sep 30, 2025
John Hancock Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Western Metal Industry Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund30Pooled vehiclesDec 31, 2022Dec 31, 2024
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
6 plans
Commitment rows
15 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Oct 31, 2025Michelin Retirement PlanMorgan Stanley International Value103 12 iePooled vehicles$36.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Ameriprise Financial Retirement PlanMorgan Stanley International Valuecollective trustPooled vehicles$46.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024John Hancock Pension PlanMorgan Stanley International Valuecollective trustPooled vehicles$26.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Metal Industry Pension PlanMorgan Stanley International Value103 12 iePooled vehicles$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024LOS Angeles Hotel-Restaurant Employer-Union Retirement FundMorgan Stanley International Value103 12 iePooled vehicles$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Michelin Retirement PlanMorgan Stanley International Value103 12 iePooled vehicles$31.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Ameriprise Financial Retirement PlanMorgan Stanley International Valuecollective trustPooled vehicles$48.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023LOS Angeles Hotel-Restaurant Employer-Union Retirement FundMorgan Stanley International Value103 12 iePooled vehicles$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Metal Industry Pension PlanMorgan Stanley International Value103 12 iePooled vehicles$20.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023John Hancock Pension PlanMorgan Stanley International Valuecollective trustPooled vehicles$30.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Michelin Retirement PlanMorgan Stanley International Value103 12 iePooled vehicles$25.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Ameriprise Financial Retirement PlanMorgan Stanley International Valuecollective trustPooled vehicles$47.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022LOS Angeles Hotel-Restaurant Employer-Union Retirement FundMorgan Stanley International Value103 12 iePooled vehicles$14.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022John Hancock Pension PlanMorgan Stanley International Valuecollective trustPooled vehicles$30.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Metal Industry Pension PlanMorgan Stanley International Value103 12 iePooled vehicles$18.2M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2023Manager relationship endedinferenceMichelin Retirement Plan
    Morgan Stanley Asset Management no longer appears on Michelin Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Managemenaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceAdvocate Aurora Health Pension Plan
    Morgan Stanley Investment Mgmt Ltd no longer appears on Advocate Aurora Health Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Managemenaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceNEW York State Nurses Association Pension Plan
    Morgan Stanley Investment Mgmt Ltd no longer appears on NEW York State Nurses Association Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Investment Managemenaskebsa.dol.gov