Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Equitable Financial Life Insurance Company Moderate Allocation Fund in their Schedule of Assets, totaling $223K 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 | LOCAL INITIATIVES SUPPORT CORP. LOCAL INITIATIVES SUPPORT CORPORATION TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 551 | $80.7M | $153K |
| 2 | LOCAL INITIATIVES SUPPORT CORPORATION LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN | NEW YORK NY | 553 | $77.7M | $70K |
