Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding EQ/Small Company Index Pooled separate account in their Schedule of Assets, totaling $838K 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 | A S I SYSTEM INTEGRATION INC A S I SYSTEM INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | PORT WASHINGTON NY | 389 | $9.3M | $411K |
| 2 | SETAI HOTEL ACQUISITION, LLC THE SETAI 401(K) PLAN | COLFAX LA | 279 | $6.9M | $288K |
| 3 | OHIO MANAGEMENT, LLC OHIO MANAGEMENT, LLC PROFIT SHARING PLAN |
METAIRIE LA |
| 144 |
| $4.0M |
| $52K |
| 4 | HEALTH HOLDINGS COMPANY, LLC HEALTH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | CORAL GABLES FL | 475 | $2.5M | $45K |
| 5 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN | FULTON NY | 525 | $18.3M | $25K |
| 6 | IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. TAX SHELTERED ANNUITY PLAN | IRONTON OH | 428 | $22.9M | $11K |
| 7 | FREDERIC L. CHAMBERLAIN CENTER, INC. F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN | MIDDLEBOROUGH MA | 70 | $1.7M | $4K |
| 8 | NORTH JERSEY AIDS ALLIANCE, INC. NJCRI RETIREMENT PLAN | NEWARK NJ | 68 | $1.5M | $1K |
| 9 | PENINSULA FAMILY SERVICE PENINSULA FAMILY SERVICE 403(B) PLAN | SAN MATEO CA | 156 | $6.8M | $1K |
