Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| MORNINGSTAR AGRESSIVE GRW ETF | 1 |
| MORNINGSTAR BALANCED ETF | 1 |
| MORNINGSTAR INCOME&GROWTH ETF | 1 |
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 | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Savings Plans Master Trust Investment Account · all filings | SEATTLE, WA | Data / Research / Other vendors | — | $73.5B | $117K | $0 |
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Savings Plans Master Trust Investment Account · all filings | SEATTLE, WA | Data / Research / Other vendors | — | $71.5B | $116K | $0 |
| The Boeing Co. and Consolidated Subsidiaries The Boeing Company Employee Savings Plans Master Trust Investment Account · all filings | SEATTLE, WA | Data / Research / Other vendors | — | $62.9B | $113K | $0 |
| International Business Machines Corporation IBM 401(k) Plan · all filings | ARMONK, NY | Data / Research / Other vendors | 49,030 | $60.4B | $24K | $0 |
| RTX Corporation RTX Savings Plan Master Trust · all filings | FARMINGTON, CT | Investment manager | — | $58.3B | $4.8M | $0 |
| International Business Machines Corporation IBM 401 (K) Plus Plan · all filings | ARMONK, NY | Data / Research / Other vendors | 52,674 | $57.4B | $22K | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $56.1B | $6K | $0 |
| International Business Machines Corporation IBM 401 (K) Plus Plan · all filings | ARMONK, NY | Data / Research / Other vendors | 54,912 | $53.4B | $20K | $0 |
| RTX Corporation RTX Savings Plan Master Trust · all filings | FARMINGTON, CT | Investment manager | — | $52.4B | $2.9M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $51.8B | $5K | $0 |
| Raytheon Technologies Corporation Raytheon Technologies Corporation Savings Plan Master Trust · all filings | FARMINGTON, CT | Investment manager | — | $48.6B | $1.6M | $0 |
| Lockheed Martin Corporation LMC Defined Contribution Master Trust · all filings | BETHESDA, MD | Advisor / Consultant | — | $47.8B | $6K | $0 |
| General Electric Company, Operating AS GE Aerospace General Electric Pension Trust · all filings | EVENDALE, OH | Data / Research / Other vendors | — | $46.2B | $112K | $0 |
| The Committee of the UAW Retiree Medical Benefits Trust UAW GM Retirees Medical Benefits Plan · all filings | DETROIT, MI | Data / Research / Other vendors | 0 | $30.6B | $13K | $0 |
| General Electric Company, Operating AS GE Aerospace General Electric Pension Trust · all filings | EVENDALE, OH | Data / Research / Other vendors | — | $24.9B | $72K | $0 |
| Johnson and Johnson Johnson and Johnson Savings Plan Trust · all filings | NEW BRUNSWICK, NJ | Data / Research / Other vendors | — | $24.2B | $154K | $0 |
| Johnson and Johnson Johnson and Johnson Savings Plan Trust · all filings | NEW BRUNSWICK, NJ | Data / Research / Other vendors | — | $22.8B | $149K | $0 |
| Johnson and Johnson Johnson and Johnson Pension and Savings Plan Master Trust · all filings | NEW BRUNSWICK, NJ | Data / Research / Other vendors | — | $22.7B | $21K | $0 |
| Johnson and Johnson Johnson and Johnson Pension and Savings Plan Master Trust · all filings | NEW BRUNSWICK, NJ | Data / Research / Other vendors | — | $22.4B | $23K | $0 |
| Johnson and Johnson Johnson and Johnson Savings Plan Trust · all filings | NEW BRUNSWICK, NJ | Data / Research / Other vendors | — | $22.0B | $141K | $0 |
| Johnson and Johnson Johnson and Johnson Pension and Savings Plans MAST ER Trust · all filings | NEW BRUNSWICK, NJ | Data / Research / Other vendors | — | $21.1B | $23K | $0 |
| Apple Inc. Apple 401(k) Plan · all filings | CUPERTINO, CA | Data / Research / Other vendors | 101,450 | $19.8B | $28K | $0 |
| The Committee of the UAW Retiree Medical Benefits Trust UAW Ford Retirees Medical Benefits Plan · all filings | DETROIT, MI | Data / Research / Other vendors | 0 | $19.6B | $8K | $0 |
| Pfizer Inc. Pfizer Savings Plan · all filings | NEW YORK, NY | Data / Research / Other vendors | 33,309 | $19.6B | $86K | $0 |
| Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan The Teamster - UPS National 401(k) Tax Deferred Savings Plan · all filings | ATLANTA, GA | Investment manager | 451,512 | $19.3B | $77K | $0 |
