Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AXA Equitable EQ/Moderate Allocation in their Schedule of Assets, totaling $598K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALLEY COMPREHENSIVE COMMUNITY MENTAL HEALTH VALLEY COMPREHENSIVE COMMUNITY MENTAL HEALTH 403(B) PLAN | MORGANTOWN WV | 348 | $4.5M | $591K |
| 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 | $7K |