Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Equitable EQ/AB Small Cap Growth in their Schedule of Assets, totaling $380K 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 | UNITED NEGRO COLLEGE FUND, INC. UNITED NEGRO COLLEGE FUND DC RETIREMENT PLAN | WASHINGTON DC | 408 | $44.2M | $214K |
| 2 | INNISFREE HOTELS, INC. INNISFREE MANAGEMENT 401K PLAN | GULF BREEZE FL | 212 | $4.1M | $142K |
| 3 | ROAD TO RESPONSIBILITY, INC. ROAD TO RESPONSIBILITY, INC. 403(B) PLAN | MARSHFIELD MA | 619 | $6.2M | $24K |