Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6,307 U.S. retirement plans report holding a Goldman Sachs fund in their Schedule of Assets, totaling $24.2B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Goldman Sachs position |
|---|---|---|---|---|---|
| 1 | AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD CT | 9,117 | $5.2B | $1.4B |
| 2 | GE HEALTHCARE TECHNOLOGIES INC. GE HEALTHCARE PENSION MASTER TRUST | CHICAGO IL | — | $15.0B | $1.0B |
| 3 | VALVOLINE LLC VALVOLINE LLC DEFINED BENEFIT TRUST |
LEXINGTON KY |
| — |
| $1.5B |
| $833.0M |
| 4 | DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK NY | — | $8.0B | $805.5M |
| 5 | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE WA | 231,353 | $56.4B | $694.3M |
| 6 | SOUTHWEST AIRLINES CO. MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. | DALLAS TX | — | $1.1B | $601.5M |
| 7 | MOTOROLA SOLUTIONS, INC. MOTOROLA SOLUTIONS RETIREMENT TRUST | CHICAGO IL | — | $3.4B | $582.8M |
| 8 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN MN | 1,442 | $1.4B | $541.4M |
| 9 | DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES PENSION PLAN | RIVERWOODS IL | 2,469 | $482.8M | $431.4M |
| 10 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $413.8M |
