Morningstar Investment Service

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

1,028,520

Total plan assets

$233.7B

Filings (rows)

Direct comp

$2.8M

Indirect comp

Showing only "MORNINGSTAR INVESTMENT SERVICE"

View all 26 variants aggregated →

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

SERVICES PROVIDED

Data / Research / Other vendors63

Advisor / Consultant6

Prospecting the plans that use Morningstar Investment Service?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 69 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Apple Inc. Apple 401(k) Plan · all filings	CUPERTINO, CA	Data / Research / Other vendors	101,450	$19.8B	$28K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	17,444	$16.8B	$463K	$0
Apple Inc. Apple 401(k) Plan · all filings	CUPERTINO, CA	Data / Research / Other vendors	106,111	$15.0B	$24K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Advisor / Consultant	16,617	$14.4B	$349K	$0
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Data / Research / Other vendors	14,959	$11.8B	$334K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	IRVING, TX	Data / Research / Other vendors	11,679	$11.6B	$21K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Data / Research / Other vendors	11,221	$9.1B	$23K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Data / Research / Other vendors	11,088	$7.9B	$54K	$0
Humana Inc. Humana Retirement Savings Plan · all filings	LOUISVILLE, KY	Data / Research / Other vendors	42,968	$7.7B	$33K	$0
Southwest Airlines Company Southwest Airlines Pilots Retirement Savings Plan · all filings	DALLAS, TX	Data / Research / Other vendors	9,692	$7.6B	$19K	$0
Humana Inc. Humana Retirement Savings Plan · all filings	LOUISVILLE, KY	Data / Research / Other vendors	44,901	$7.4B	$34K	$0
Intermountain Health Care, Inc. Intermountain Health 401(k) Plan · all filings	SALT LAKE CITY, UT	Data / Research / Other vendors	69,032	$6.8B	$135K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Data / Research / Other vendors	10,636	$6.8B	$25K	$0
Southern California Permanente Medical Group The 401(k) Plan for Permanente Medical Groups · all filings	PASADENA, CA	Data / Research / Other vendors	18,579	$6.5B	$12K	$0
Humana Inc. Humana Retirement Savings Plan · all filings	LOUISVILLE, KY	Data / Research / Other vendors	44,251	$6.4B	$29K	$0
Intermountain Health Care, Inc. Intermountain Healthcare Savings Plus 401(k) Plan · all filings	SALT LAKE CITY, UT	Data / Research / Other vendors	68,371	$6.0B	$96K	$0
Southern California Edison Company Edison 401(k) Savings Plan · all filings	ROSEMEAD, CA	Advisor / Consultant	14,119	$5.7B	$38K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Data / Research / Other vendors	10,078	$5.6B	$18K	$0
Jetblue Airways Corporation Jetblue Airways Retirement Plan · all filings	LONG ISLAND CITY, NY	Data / Research / Other vendors	23,089	$5.4B	$69K	$0
Jetblue Airways Corporation Jetblue Airways Retirement Plan · all filings	LONG ISLAND CITY, NY	Data / Research / Other vendors	24,252	$4.6B	$27K	$0
Jetblue Airways Corporation Jetblue Airways Retirement Plan · all filings	LONG ISLAND CITY, NY	Data / Research / Other vendors	24,195	$3.7B	$26K	$0
Intuit Inc. Intuit Inc. 401(k) Plan · all filings	MOUNTAIN VIEW, CA	Data / Research / Other vendors	24,200	$3.7B	$58K	$0
Intermountain Health Care, Inc. Intermountain Healthcare Savings Plus 401(k) Plan · all filings	SALT LAKE CITY, UT	Data / Research / Other vendors	46,680	$3.6B	$87K	$0
Intuit Inc. Intuit Inc. 401(k) Plan · all filings	MOUNTAIN VIEW, CA	Data / Research / Other vendors	20,635	$3.1B	$44K	$0
BVH, Inc. Black & Veatch Retirement Program · all filings	OVERLAND PARK, KS	Data / Research / Other vendors	7,022	$3.0B	$27K	$0

1–25 of 69

Page 1 of 3