Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Equitable Eq/Gamco Small Company Value in their Schedule of Assets, totaling $207K 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 | $169K |
| 2 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK NY | 109 | $16.5M | $18K |
| 3 | ROAD TO RESPONSIBILITY, INC. |
MARSHFIELD MA |
| 619 |
| $6.2M |
| $13K |
| 4 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $6K |
