Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AXA Equitable EQ/Capital Group Research in their Schedule of Assets, totaling $65K 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 | NEAR NORTH MONTESSORI SCHOOL NEAR NORTH MONTESSORI SCHOOL TSA | CHICAGO IL | — | $13.5M | $61K |
| 2 | THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. | NEW YORK NY | 261 | $3.7M | $4K |
