Morningstar Investments

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

15,196

Total plan assets

$15.9B

Filings (rows)

Direct comp

$18K

Indirect comp

Aggregating 2 name variants under "MORNINGSTAR INVESTMENTS"

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MORNINGSTAR INVESTMENTS ERV1 MORNINGSTAR INVESTMENTS MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Delta Air Lines, Inc. Delta 401(k) Retirement Plan for Pilots · all filings	ATLANTA, GA	Advisor / Consultant	14,981	$15.9B	$18K	$0
TQ Logistics, Inc. TQ Logistics, Inc. 401(k) Retirement Plan · all filings	MARIETTA, GA	Advisor / Consultant	215	$2.0M	$202	$0