Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding GOLD SACHS SM CP VAL R in their Schedule of Assets, totaling $596K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEGG COMPANIES, INC HEGG COMPANIES, INC 401K PROFIT | SIOUX FALLS SD | 261 | $1.5M | $135K |
| 2 | GNS HEALTHCARE, INC GNS HEALTHCARE, INC. 401(K) PLAN | SOMERVILLE MA | 30 | $6.8M | $134K |
| 3 | MERGON CORPORATION MERGON CORPORATION 401(K) RETIREMENT PLAN |
ANDERSON SC |
| 211 |
| $5.4M |
| $105K |
| 4 | DEFCON POWERSPORTS LLC DEFCON POWERSPORTS, LLC 401K PLAN | TULSA OK | 299 | $3.3M | $61K |
| 5 | THE NASSAL COMPANY THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 195 | $3.4M | $60K |
| 6 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $55K |
| 7 | BELLANZA, INC. THE GODDARD SCHOOL | HORSHAM PA | 183 | $1.6M | $24K |
| 8 | PSYCHOTHERAPEUTIC SERVICES, INC. PSYCHOTHERAPEUTIC SERVICES, INC. 401(K) PLAN | CHESTERTOWN MD | 98 | $2.0M | $20K |
| 9 | M & B PRODUCTS INC M & B PRODUCTS INC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 218 | $1.7M | $2K |
