Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORD KEEPER | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $3.6M | 61.5% | |
| similar party collateral, par, or maturity value Unallocated insurance contracts * AXA Equitable Guaranteed interest account | Other securities | — | — | $2.2M | 37.0% | |
| similar party collateral, par, or maturity value Pooled separate accounts * AXA Equitable Vanguard 500 Index Admiral | Other securities | — | — | $1.1M | 18.2% | |
| AXA Equitable Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $375K | 6.4% | |
| AXA Equitable American Funds American Mutual R6 | Other securities | — | — | $328K | 5.6% | |
| AXA Equitable T. Rowe Price Blue Chip Growth I | Other securities | — | — | $320K | 5.5% | |
| AXA Equitable EQ / Money Market | Cash / Money Market | — | — | $207K | 3.5% | |
| AXA Equitable American Century Mid Cap Value R6 | Other securities | — | — | $205K | 3.5% | |
| AXA Equitable Janus Henderson Triton N | Other securities | — | — | $202K | 3.5% | |
| AXA Equitable Vanguard VIF Total Bond Mkt IDX | Other securities | — | — | $180K | 3.1% | |
| AXA Equitable T. Rowe Price Retirement 2035 | Other securities | — | — | $136K | 2.3% | |
| AXA Equitable T. Rowe Price Retirement 2025 | Other securities | — | — | $111K | 1.9% | |
| 9.5%; maturing through December 2029. | Bonds / Notes | — | — | $85K | 1.5% | |
| AXA Equitable Vanguard Small Cap Index Adm | Other securities | — | — | $74K | 1.3% | |
| AXA Equitable T. Rowe Price Retirement 2030 | Other securities | — | — | $73K | 1.3% | |
| AXA Equitable Vanguard Mid Cap Index Adm | Other securities | — | — | $56K | 1.0% | |
| AXA Equitable T. Rowe Price Retirement 2045 | Other securities | — | — | $55K | 0.9% | |
| AXA Equitable T. Rowe Price Retirement 2055 | Other securities | — | — | $52K | 0.9% | |
| AXA Equitable American Funds New World R6 | Other securities | — | — | $43K | 0.7% | |
| AXA Equitable DFA Inflation-Protected Securities I | Other securities | — | — | $37K | 0.6% | |
| AXA Equitable T. Rowe Price Retirement 2050 | Other securities | — | — | $26K | 0.4% | |
| AXA Equitable T. Rowe Price Retirement 2060 | Other securities | — | — | $13K | 0.2% | |
| AXA Equitable Principle Real Estate Securities | Other securities | — | — | $10K | 0.2% | |
| AXA Equitable T. Rowe Price Retirement 2010 | Other securities | — | — | $9K | 0.1% | |
| AXA Equitable Franklin Real Return R6 | Other securities | — | — | $7K | 0.1% | |
| AXA Equitable Invesco Discovery Mid Cap Growth R6 | Other securities | — | — | $6K | 0.1% | |
| AXA Equitable T. Rowe Price Retirement 2015 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
