Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AXA Moderate Allocation in their Schedule of Assets, totaling $158K 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 | THE HANDICAPPED CHILDREN'S ASSOCIATION OF SOUTHERN NY 403(B) THRIFT PLAN OF THE HANDICAPPED CHILDREN'S ASSOCIATION OF SOUTHERN NEW YORK, INC. | BINGHAMTON NY | 381 | $13.2M | $80K |
| 2 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN | ST. LOUIS MO | 1,064 | $25.8M | $43K |
| 3 | MONTREAT COLLEGE |
MONTREAT NC |
| 164 |
| $9.7M |
| $34K |
