Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Equitable AXA Moderate Allocation in their Schedule of Assets, totaling $1.4M 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 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $1.3M |
| 2 | CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. CAREERSOURCE CENTRAL FLORIDA 403(B) PLAN | ORLANDO FL | 175 | $13.5M | $99K |
| 3 | MICHIGAN PUBLIC HEALTH INSTITUTE |
OKEMOS MI |
| 1,158 |
| $108.1M |
| $37K |
