Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Equitable Eq/Small Company Index in their Schedule of Assets, totaling $658K 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 | INNISFREE HOTELS, INC. INNISFREE MANAGEMENT 401K PLAN | GULF BREEZE FL | 212 | $4.1M | $469K |
| 2 | UNITED NEGRO COLLEGE FUND, INC. UNITED NEGRO COLLEGE FUND DC RETIREMENT PLAN | WASHINGTON DC | 408 | $44.2M | $82K |
| 3 | ROAD TO RESPONSIBILITY, INC. ROAD TO RESPONSIBILITY, INC. 403(B) PLAN |
MARSHFIELD MA |
| 619 |
| $6.2M |
| $70K |
| 4 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $25K |
| 5 | CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. CAREERSOURCE CENTRAL FLORIDA 403(B) PLAN | ORLANDO FL | 175 | $13.5M | $9K |
| 6 | KLEINFELD BRIDAL CORP. KLEINFELD ASSOCIATES 401(K) PLAN | NEW YORK NY | 185 | $4.0M | $3K |
