DFX Intelligence

Allocator Intelligence

Morgan Stanley Investment Managemen

Manager
EIN 130057834
Public LPs on the tape
5
distinct allocators disclosing a fund
Commitment rows
5
0 dated closings
Disclosed commitments
Not disclosed
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

2 more allocators, 3 more corporate plans and 12 more commitment rows

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

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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

+2 more allocators back this manager

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

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

Funds on the tape

1 vehicle

Corporate and Taft-Hartley plans (Schedule C)

6 plans

+3 more corporate plans name this manager on Schedule C

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

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

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

+12 more commitment 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, 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
Capital chain

Morgan Stanley Investment Managemen sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+6 connections on the graph

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