Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Morningstar Inc. Common Stocks in their Schedule of Assets, totaling $5.5M 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 | SELECT EQUITY GROUP, L.P. SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST | NEW YORK NY | 191 | $163.5M | $4.5M |
| 2 | HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU HI | 3,391 | $302.4M | $1.0M |
