Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Morningstar, Inc. Common stock in their Schedule of Assets, totaling $20.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $4.4M |
| 3 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN |
BIRMINGHAM AL |
| 257 |
| $1.2B |
| $1.1M |
| 4 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $501K |
| 5 | 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 |
| 6 | COFFMAN ENGINEERS, INC. COFFMAN ENGINEERS, INC. SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 844 | $207.1M | $367K |
| 7 | PRODUCERS RICE MILL, INC. PRODUCERS RICE MILL, INC. PENSION PLAN | STUTTGART AR | 280 | $117.0M | $314K |
| 8 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND OR | — | $1.6B | $286K |
| 9 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $136K |
| 10 | TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK CA | — | $17.4B | $15K |
