Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Equitable Eq/MFS Technology in their Schedule of Assets, totaling $55K 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 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $34K |
| 2 | ROAD TO RESPONSIBILITY, INC. ROAD TO RESPONSIBILITY, INC. 403(B) PLAN | MARSHFIELD MA | 619 | $6.2M | $11K |
| 3 | UNITED NEGRO COLLEGE FUND, INC. |
WASHINGTON DC |
| 408 |
| $44.2M |
| $10K |
