Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Goldman Sachs ActiveBeta US Small Cap Equity in their Schedule of Assets, totaling $27K 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 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $14K |
| 2 | V SHRED, LLC V SHRED 401(K) PLAN | LAS VEGAS NV | 309 | $5.9M | $11K |
| 3 | APPTEGY, INC. APPTEGY, INC. 401(K) PLAN | LITTLE ROCK AR |
| 278 |
| $9.3M |
| $2K |
