Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Morningstar, Inc. Common Stock in their Schedule of Assets, totaling $44.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $13.0M |
| 2 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $12.4M |
| 3 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN |
BETHESDA MD |
| 94,445 |
| $51.4B |
| $11.2M |
| 4 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $4.4M |
| 5 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | BIRMINGHAM AL | 257 | $1.2B | $1.1M |
| 6 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES | BETHESDA MD | 18,568 | $3.0B | $643K |
| 7 | WILMER CUTLER PICKERING HALE AND DORR LLP RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLP | BOSTON MA | 244 | $230.0M | $433K |
| 8 | COFFMAN ENGINEERS, INC. COFFMAN ENGINEERS, INC. SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 844 | $207.1M | $367K |
| 9 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND OR | — | $1.6B | $286K |
| 10 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION HOURLY EMPLOYEE SAVINGS PLAN PLUS | BETHESDA MD | 6,626 | $1.2B | $250K |
