Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE | 20-3627707 | — | RECORD KEEPER | $13K | — |
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 65 EQUITABLE · EIN 20-3627707 / PN 065 | Pooled Separate Account | — | — | $3.6M | 86.5% | |
| Equitable Guaranteed Interest Option at contract value | Other securities | — | — | $554K | 13.5% | |
| Equitable T. Rowe Price Retirement 2030 | Other securities | — | — | $510K | 12.4% | |
| Equitable Equity 500 Index | Other securities | — | — | $461K | 11.2% | |
| Equitable T. Rowe Price Retirement 2040 | Other securities | — | — | $441K | 10.7% | |
| Equitable T. Rowe Price Retirement 2045 | Other securities | — | — | $408K | 9.9% | |
| Equitable T. Rowe Price Retirement 2035 | Other securities | — | — | $389K | 9.5% | |
| Equitable T. Rowe Price Retirement 2055 | Other securities | — | — | $273K | 6.7% | |
| Equitable T. Rowe Price Retirement 2025 | Other securities | — | — | $271K | 6.6% | |
| Equitable T. Rowe Price Retirement 2050 | Other securities | — | — | $245K | 6.0% | |
| Equitable T. Rowe Price Retirement 2020 | Other securities | — | — | $220K | 5.4% | |
| Equitable Mid Cap Index | Other securities | — | — | $82K | 2.0% | |
| Equitable Small Company Index | Other securities | — | — | $69K | 1.7% | |
| Equitable Columbia Dividend Income Fund | Other securities | — | — | $54K | 1.3% | |
| Equitable AB Small Cap Growth Portfolio | Other securities | — | — | $49K | 1.2% | |
| Equitable Money Market | Cash / Money Market | — | — | $42K | 1.0% | |
| Equitable Fidelity VIP Investment Grade Bond Port | Other securities | — | — | $34K | 0.8% | |
| Equitable T. Rowe Price Retirement 2015 | Other securities | — | — | $5K | 0.1% | |
| Equitable T. Rowe Price Retirement 2010 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
