Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Goldman Sachs Investment Management Goldman Sachs Small Cap Value Fund in their Schedule of Assets, totaling $3.3M 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 | EDP RENEWABLES NORTH AMERICA LLC EDP RENEWABLES NORTH AMERICA LLC 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,047 | $164.1M | $1.7M |
| 2 | EDP RENEWABLES NORTH AMERICA LLC EDP RENEWABLES NORTH AMERICA LLC 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,054 | $139.8M | $1.6M |
