Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding EQ/Capital Group Research " in their Schedule of Assets, totaling $692K 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 | PETER BECKER COMMUNITY PETER BECKER COMMUNITY 403(B) PLAN | HARLEYSVILLE PA | 311 | $9.7M | $324K |
| 2 | JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE FL | 103 | $12.2M | $139K |
| 3 | MEDAILLE UNIVERSITY MEDAILLE COLLEGE 403(B) PLAN |
BUFFALO NY |
| 259 |
| $31.6M |
| $99K |
| 4 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $80K |
| 5 | SUNBELT HUMAN ADVANCEMENT RESOURCES, INC. SUNBELT HUMAN ADVANCEMENT RESOURCES 403(B) PLAN | GREENVILLE SC | 229 | $7.4M | $50K |
