Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AXA/HORIZON SMALL CAP VALUE Pooled Separate Account in their Schedule of Assets, totaling $5K 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 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN | FULTON NY | 525 | $18.3M | $3K |
| 2 | PENINSULA FAMILY SERVICE PENINSULA FAMILY SERVICE 403(B) PLAN | SAN MATEO CA | 156 | $6.8M | $2K |
