Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Goldman Sachs Goldman Sachs Small/Md cp Gr Instl in their Schedule of Assets, totaling $3.1M 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 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $1.8M |
| 2 | THE BOUCHER GROUP, INC. THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN | GREENFIELD WI | 953 | $50.4M | $1.2M |
| 3 | UNIVERSITY DEVELOPMENT CORP UDC 401K PLAN |
SHREVEPORT LA |
| 600 |
| $3.1M |
| $138K |
| 4 | COMMUNITY NURSES, INC. PENN HIGHLANDS HEALTHCARE 401K PLAN | ST MARYS PA | 118 | $5.5M | $14K |
