# Morgan Stanley Source: https://planprovider.pro/provider/morgan-stanley > From its New York City headquarters in Manhattan, Morgan Stanley runs a national advisory business that supports workplace retirement plans alongside its bro… Retirement Plan Advisor New York, NY ## About Morgan Stanley

From its New York City headquarters in Manhattan, Morgan Stanley runs a national advisory business that supports workplace retirement plans alongside its broader financial services platform.

Founded in 1935, the firm has grown into a large organization with about 75,000 employees. For retirement plan sponsors, Morgan Stanley provides fiduciary and advisory support that can fit different committee structures and governance needs.

On the plan side, Morgan Stanley offers 3(21) co-fiduciary investment advice, 3(38) discretionary investment management, participant-level advice, and plan design work. Sponsors may also work with Morgan Stanley at Work for workplace financial solutions connected to employee benefits.

The firm has offices across several major U.S. metro areas, including New York City; Alpharetta in the Atlanta area; Baltimore; Columbus; Gilbert in the Phoenix area; and South Jordan and Sandy in the Salt Lake City area. Reported assets under management total $9,300.0B (2026). A practical differentiator is the ability to pair plan fiduciary services with participant advice through a single provider.

Website: [https://www.morganstanley.com/](https://www.morganstanley.com/) Founded: 1935 Employees: 75000 ## Office Locations - South Jordan, UT - New York, NY (Headquarters) - New York, NY - Alpharetta, GA - Baltimore, MD - Columbus, OH - Gilbert, AZ - Sandy, UT ## Services Offered - 3(21) Investment Advisor - Participant Investment Advice - 3(38) Investment Manager - Plan Design Consulting ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $9300.0B ## Plans Serviced (2025) Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500). | Plan|Sponsor|Assets|Participants| | WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN|WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES, WA|$55.8B|231,353| | VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES|VERIZON COMMUNICATIONS INC., NJ|$29.4B|63,563| | EXXONMOBIL SAVINGS PLAN|EXXON MOBIL CORPORATION, TX|$23.6B|23,971| | UPS RETIREMENT PLAN|UNITED PARCEL SERVICE OF AMERICA, INC., GA|$21.2B|39,297| | IBM PERSONAL PENSION PLAN|INTERNATIONAL BUSINESS MACHINES CORPORATION, NY|$17.6B|43,052| | PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN|PACIFIC GAS AND ELECTRIC COMPANY, CA|$17.5B|28,573| | 401(K) PENSION PLAN|NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA|$16.7B|61,593| | 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND|BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND, NY|$16.1B|115,036| | IAM NATIONAL PENSION FUND|BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND, DC|$14.7B|102,863| | JPMORGAN CHASE RETIREMENT PLAN|JPMORGAN CHASE BANK, NATIONAL ASSOCIATION, NJ|$14.6B|78,270| | RETIREMENT SECURITY PLAN|NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA|$11.5B|56,128| | SHELL PENSION PLAN|SHELL USA, INC., TX|$9.6B|11,963| | AMERICAN EXPRESS RETIREMENT SAVINGS PLAN|AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES, NY|$8.9B|25,049| | TENET HEALTHCARE CORPORATION 401(K) RETIREMENT SAVINGS PLAN|TENET HEALTHCARE CORPORATION, TX|$8.7B|103,052| | STEELWORKERS PENSION TRUST|STEELWORKERS PENSION TRUST, PA|$7.2B|43,601| | EXELON CORPORATION RETIREMENT PROGRAM|EXELON CORPORATION, IL|$6.0B|8,464| | NEW YORK STATE NURSES ASSOCIATION PENSION PLAN|BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN, NY|$5.8B|22,140| | NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN|NEXTERA ENERGY, INC., FL|$5.1B|15,485| | FRESENIUS MEDICAL CARE NORTH AMERICA 401(K) SAVINGS PLAN|NATIONAL MEDICAL CARE, INC., MA|$4.4B|61,883| | PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN|PINNACLE WEST CAPITAL CORPORATION, AZ|$3.1B|6,307| Showing top 20 of 1,092 plans serviced in 2025. ## Other Retirement Plan Advisors in NY - [5c Capital Management, LLC](https://planprovider.pro/provider/5c-capital-management-llc) - Woodcliff Lake, NJ - [Capital Preservation Partners, Inc.](https://planprovider.pro/provider/capital-preservation-partners-inc) - Bronxville, NY - [Creative Planning](https://planprovider.pro/provider/creative-planning) - Overland Park, KS - [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA - [Eagle Capital Management, LLC](https://planprovider.pro/provider/eagle-capital-management-llc) - New York, NY - [Sage, Rutty & Co., Inc.](https://planprovider.pro/provider/sage-rutty-and-co-inc) - Rochester, NY - [Forte Capital Group](https://planprovider.pro/provider/forte-capital-group) - New York City, NY - [Fidelity Personal And Workplace Advisors](https://planprovider.pro/provider/fidelity-personal-and-workplace-advisors) - Boston, MA - [Generation Capital Management LLC](https://planprovider.pro/provider/generation-capital-management-llc) - Pittsford, NY - [Integrated Financial Consulting, LLC](https://planprovider.pro/provider/integrated-financial-consulting-llc) - Airmont, NY [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/morgan-stanley) © 2026 PlanProvider.Pro