Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AXA Equitable Life Insurance Company AXA Moderate Allocation Fund in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRIEND FAMILY HEALTH CENTER, INC. FRIEND FAMILY HEALTH CENTER, INC. 403(B) PLAN | CHICAGO IL | 165 | $7.8M | $908K |
| 2 | HAMPTON ROADS COMMUNITY ACTION PROGRAM, INC. HAMPTON ROADS COMMUNITY ACTION PROGRAM, INC. ERISA 403(B) PLAN | NEWPORT NEWS VA | 285 | $3.4M | $678K |