Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE | 13-5570651 | — | NONE | $2K | — |
| FIDELITY INVESTMENT INST OP CO LLC | 04-2647786 | — | NONE | $222 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 48 EQUITABLE FINANCIAL LIFE SERVICES · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1.7M | 57.5% | |
| * EQ Guaranteed Interest Option | Guaranteed Income / GIC | — | — | $626K | 21.5% | |
| EQ Premier VIP Trust AXA Moderate Plus Allocation | Other securities | — | — | $479K | 16.5% | |
| s * EQ Advisors Trust AXA Moderate Allocation | Pooled Separate Accounts | — | — | $288K | 9.9% | |
| EQ Advisors Trust EQ Equity 500 Index | Other securities | — | — | $211K | 7.3% | |
| s * Fidelity Investments Fidelity Blue Chip Growth | Mutual Funds | — | — | $201K | 6.9% | |
| Fidelity Investments Fidelity Freedom 2035 Fund - Class K | Other securities | — | — | $154K | 5.3% | |
| Fidelity Investments Fidelity Freedom 2045 Fund - Class K | Other securities | — | — | $109K | 3.7% | |
| Fidelity Investments Fidelity Government Money Market | Cash / Money Market | — | — | $104K | 3.6% | |
| EQ Advisors Trust AXA Large Cap Growth Managed Volatility | Other securities | — | — | $95K | 3.3% | |
| EQ Advisors Trust AXA Mid Cap Value Managed Volatility | Other securities | — | — | $54K | 1.8% | |
| EQ Advisors Trust AXA Large Cap Value Managed Volatility | Other securities | — | — | $52K | 1.8% | |
| EQ Advisors Trust EQ Blackrock Basic Value Equity | Other securities | — | — | $48K | 1.6% | |
| EQ Advisors Trust EQ T. Rowe Price Growth Stock | Other securities | — | — | $42K | 1.4% | |
| EQ Premier VIP Trust AXA Conservative Plus Allocation 587 * EQ Advisors Trust Fidelity VIP Mid Cap 150 * EQ Advisors Trust EQ Mid Cap Index | Other securities | — | — | $41K | 1.4% | |
| EQ Premier VIP Trust AXA Conservative Allocation | Other securities | — | — | $29K | 1.0% | |
| Multimanager Aggressive Equity | Other securities | — | — | $28K | 1.0% | |
| Multimanager Technology 944 * EQ Advisors Trust EQ Money Market 34 * EQ Advisors Trust EQ Gamco Small Company Value | Cash / Money Market | — | — | $28K | 1.0% | |
| EQ Premier VIP Trust Target 2045 Allocation | Other securities | — | — | $24K | 0.8% | |
| EQ Advisors Trust EQ MFS Utilities Series | Other securities | — | — | $22K | 0.7% | |
| EQ Advisors Trust EQ Common Stock Index | Common Stock | — | — | $19K | 0.7% | |
| EQ Advisors Trust EQ International Equity Index | Other securities | — | — | $18K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund - Class K | Other securities | — | — | $17K | 0.6% | |
| EQ Advisors Trust EQ JP Morgan Value Opportunities | Other securities | — | — | $16K | 0.5% | |
| EQ Premier VIP Trust Target 2055 Allocation | Other securities | — | — | $15K | 0.5% | |
| EQ Advisors Trust EQ MFS International Value | Other securities | — | — | $15K | 0.5% | |
| EQ Premier VIP Trust AXA Aggressive Allocation | Other securities | — | — | $14K | 0.5% | |
| EQ Advisors Trust Fidelity VIP Equity Income | Other securities | — | — | $11K | 0.4% | |
| Fidelity Investments Fidelity Money Market Trust Retirement 224 * Fidelity Investments Fidelity Short Term Bond Fund 830 * Fidelity Investments Fidelity 500 Index 286 * Fidelity Investments Fidelity Freedom 2025 Fund - Class K | Cash / Money Market | — | — | $11K | 0.4% | |
| EQ Advisors Trust AXA AB Dynamic Moderate Growth | Other securities | — | — | $11K | 0.4% | |
| s * EQ Advisors Trust AXA AB Small Cap Growth | Pooled Separate Accounts | — | — | $10K | 0.3% | |
| Multimanager Multi-Sector Bond | Other securities | — | — | $9K | 0.3% | |
| Fidelity Investments Fidelity U.S. Treasury Money Market | Cash / Money Market | — | — | $9K | 0.3% | |
| EQ Advisors Trust Ivy Funds VIP High Income | Other securities | — | — | $8K | 0.3% | |
| EQ Advisors Trust EQ Wells Fargo Omega Growth | Other securities | — | — | $8K | 0.3% | |
| EQ Advisors Trust EQ Invesco Global Real Estate | Other securities | — | — | $7K | 0.3% | |
| EQ Premier VIP Trust Target 2035 Allocation | Other securities | — | — | $7K | 0.2% | |
| Equitable AXA Horizon Small Cap Value | Other securities | — | — | $6K | 0.2% | |
| EQ Advisors Trust EQ Global Equity Managed Volatility | Other securities | — | — | $6K | 0.2% | |
| EQ Advisors Trust EQ Goldman Sachs Mid Cap Value | Other securities | — | — | $6K | 0.2% | |
| EQ Advisors Trust AXA International Core Managed Volatility | Other securities | — | — | $6K | 0.2% | |
| EQ Advisors Trust EQ Morgan Stanley Mid Cap Growth | Other securities | — | — | $6K | 0.2% | |
| EQ Advisors Trust EQ Large Cap Value Index | Other securities | — | — | $5K | 0.2% | |
| EQ Advisors Trust EQ MFS Mid Cap Focused Growth | Other securities | — | — | $5K | 0.2% | |
| EQ Advisors Trust EQ MFS Technology 948 * EQ Advisors Trust EQ American Century Mid Cap Value | Other securities | — | — | $5K | 0.2% | |
| Fidelity Investments Fidelity Balanced | Other securities | — | — | $5K | 0.2% | |
| EQ Advisors Trust EQ/Pimco Global Real Return | Other securities | — | — | $3K | 0.1% | |
| EQ Advisors Trust EQ Lazard Emerging Markets Equity | Other securities | — | — | $3K | 0.1% | |
| EQ Advisors Trust EQ Core Bond Index | Other securities | — | — | $3K | 0.1% | |
| EQ Advisors Trust Pimco VIT Commodity Real Return Strategy | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
