Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding EQ/Fr Sm Cap Val Managed Vol Pooled Separate Accounts NR in their Schedule of Assets, totaling $47K 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 | ASHTABULA COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN OF ASHTABULA COUNTY COMMUNITY ACTION AGENCY | ASHTABULA OH | 222 | $4.0M | $47K |
