Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Equitable Eq/Equity 500 Index in their Schedule of Assets, totaling $1.6M 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 | UNITED NEGRO COLLEGE FUND, INC. UNITED NEGRO COLLEGE FUND DC RETIREMENT PLAN | WASHINGTON DC | 408 | $44.2M | $1.0M |
| 2 | INNISFREE HOTELS, INC. INNISFREE MANAGEMENT 401K PLAN | GULF BREEZE FL | 212 | $4.1M | $326K |
| 3 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. |
MARIETTA GA |
| 2,981 |
| $394.8M |
| $174K |
| 4 | MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS MI | 1,158 | $108.1M | $85K |
| 5 | CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. CAREERSOURCE CENTRAL FLORIDA 403(B) PLAN | ORLANDO FL | 175 | $13.5M | $24K |
| 6 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $2K |
