Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AXA Equitable Eq/Pimco Ultra Short Bond in their Schedule of Assets, totaling $137K 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 | VALLEY COMPREHENSIVE COMMUNITY MENTAL HEALTH VALLEY COMPREHENSIVE COMMUNITY MENTAL HEALTH 403(B) PLAN | MORGANTOWN WV | 348 | $4.5M | $76K |
| 2 | NEAR NORTH MONTESSORI SCHOOL NEAR NORTH MONTESSORI SCHOOL TSA | CHICAGO IL | — | $13.5M | $52K |
| 3 | CENTRA HEALTH, INC. |
LYNCHBURG VA |
| 7,475 |
| $747.1M |
| $8K |
