Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Morningstar, Inc. in their Schedule of Assets, totaling $17.7M 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 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $6.2M |
| 2 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $6.2M |
| 3 | CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES |
WYOMISSING PA |
| 5,287 |
| $1.5B |
| $1.1M |
| 4 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $800K |
| 5 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $631K |
| 6 | UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH | NEW YORK NY | 5,001 | $555.5M | $558K |
| 7 | I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS NV | 2,514 | $551.7M | $401K |
| 8 | SHEET METAL WORKERS LOCAL 22 ANNUITY FUND SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND | KENILWORTH NJ | 251 | $82.7M | $248K |
| 9 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $235K |
| 10 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUND SHEET METAL WORKERS LOCAL 22 PENSION FUND | KENILWORTH NJ | 297 | $80.8M | $226K |
