Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding EQ/Moderate-Plus Allocation in their Schedule of Assets, totaling $339K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETER BECKER COMMUNITY PETER BECKER COMMUNITY 403(B) PLAN | HARLEYSVILLE PA | 311 | $9.7M | $274K |
| 2 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $65K |