Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Goldman Sachs Goldman Sachs Sm Cap Val Insights Instl in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | Q INTERNATIONAL COURIER, LLC Q INTERNATIONAL COURIER, LLC 401(K) PROFIT SHARING PLAN | JAMAICA NY | 442 | $38.1M | $462K |
| 2 | WOORI AMERICA BANK WOORI AMERICA BANK 401(K) PROFIT SHARING PLAN | NEW YORK NY | 257 | $31.8M | $439K |
| 3 | IMS MARKETING, INC. D/B/A INSURANCE MANAGEMENT SERVICES |
AMARILLO TX |
| 97 |
| $6.5M |
| $133K |
| 4 | A-7 AUSTIN, LLC A-7 AUSTIN, LLC 401(K) PLAN | AMARILLO TX | 278 | $9.9M | $59K |
| 5 | CARDIOLOGY CENTER OF AMARILLO, LLP CARDIOLOGY CENTER OF AMARILLO, LLP 401(K) PLAN | AMARILLO TX | 111 | $24.9M | $3K |
