Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Goldman Sachs Goldman Sachs Small-Cap Value Insights Fund in their Schedule of Assets, totaling $3.2M 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 | TRUTH INITIATIVE TRUTH INITIATIVE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 136 | $57.4M | $1.8M |
| 2 | QUALITY OIL COMPANY, LLC QUALITY OIL COMPANY 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 1,199 | $70.3M | $537K |
| 3 | CONNECTICUT COMMUNITY CARE, INC. CONNECTICUT COMMUNITY CARE, INC. 403(B) SAVINGS PLAN |
BRISTOL CT |
| 309 |
| $22.2M |
| $436K |
| 4 | APPLIED CONTROL MANAGEMENT, INC. APPLIED CONTROL EQUIPMENT 401(K) PLAN | ENGLEWOOD CO | 228 | $35.1M | $252K |
| 5 | STEAMBOAT IS, INC. STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KENNESAW GA | 317 | $26.3M | $106K |
| 6 | FIRE SPRINKLER SYSTEMS INC FIRE SPRINKLER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CORONA CA | 156 | $2.6M | $52K |
| 7 | CALLIDITAS NA ENTERPRISES INC CALLIDITAS NA ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 151 | $8.0M | $9K |
| 8 | AMG ENTERPRISES LLC AMG ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | BRANFORD CT | 112 | $1.2M | $4K |
