Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Equitable Financial Life Insurance Company AXA Mid Cap Val Managed Vol in their Schedule of Assets, totaling $140K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL BOSTON ELDER SERVICES, INC. CENTRAL BOSTON ELDER SERVICES, INC. 403(B) RETIREMENT PLAN | ROXBURY MA | 213 | $16.7M | $140K |
