Morningstar Investment Mngmnt

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

34,521

Total plan assets

$2.3B

Filings (rows)

Direct comp

$524K

Indirect comp

Showing only "MORNINGSTAR INVESTMENT MNGMNT"

View all 26 variants aggregated →

MORNINGSTAR INVESTMENT MANAGEMENT L2,481 MORNINGSTAR INVESTMENT MANAGEMENT858 MORNINGSTAR INVESTMENT MGMT178 MORNINGSTAR INVESTMENT SERVICE69 MORNINGSTAR INVESTMENT10 MORNINGSTAR INVESTMENT MANGEMENT8 MORNINGSTAR INVESTMENT MANAGMENT

SERVICES PROVIDED

Data / Research / Other vendors3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Carrier Global Corporation Carrier Retirement Savings Plan · all filings	PALM BEACH GARDENS, FL	Data / Research / Other vendors	10,233	$998.1M	$141K	$0
Carrier Global Corporation Carrier Retirement Savings Plan · all filings	PALM BEACH GARDENS, FL	Data / Research / Other vendors	12,184	$791.0M	$164K	$0
Carrier Global Corporation Carrier Retirement Savings Plan · all filings	PALM BEACH GARDENS, FL	Data / Research / Other vendors	12,104	$527.6M	$219K	$0