Equitable Retirement Plan

Equitable Retirement Plan

Equitable Retirement Plan serves as the defined benefit pension for Equitable Holdings, Inc. and its insurance subsidiaries. The plan sponsor is Equitable Financial Life Insurance Company. Mark Pearson participates as CEO of the parent company. The plan deploys capital into secondaries strategies and maintains the PPF separate account for mixed-use real estate investments in the United States. It also holds synthetic guaranteed investment contracts within its fixed income allocation. Geographic exposure centers on the United States with limited partner commitments to private equity and real estate funds. Assets total $1.8 billion. The plan uses Benefit Trust Company as custodian and PlanConnect as recordkeeper. In May 2025 the plan attended the Equitable Annual Meeting of Stockholders. The plan operates under the parent Equitable Holdings structure with investment management outsourced to AllianceBernstein and Albion Investors.