Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Equitable Financial Life Insurance Company AXA Moderate Allocation in their Schedule of Assets, totaling $906K 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 | THE CHILDREN'S COLLECTIVE, INC. THE CHILDREN'S COLLECTIVE, INC. 403(B) PLAN | LOS ANGELES CA | 96 | $6.2M | $685K |
| 2 | CENTRAL BOSTON ELDER SERVICES, INC. CENTRAL BOSTON ELDER SERVICES, INC. 403(B) RETIREMENT PLAN | ROXBURY MA | 213 | $16.7M | $111K |
| 3 | LYRASIS LYRASIS PA 403(B) DC PLAN |
ATLANTA GA |
| 95 |
| $22.8M |
| $110K |
