Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Goldman Sachs Mid Cap Value in their Schedule of Assets, totaling $1.3M 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 | DIGESTIVE SPECIALISTS, INC. DIGESTIVE SPECIALISTS, INC./DIGESTIVE ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN | DAYTON OH | 133 | $38.1M | $1.1M |
| 2 | MARSHALL BROWNING HOSPITAL ASSOCIATION MARSHALL BROWNING HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | DU QUOIN IL | 310 | $16.6M | $169K |
| 3 | GAMA-1 TECHNOLOGIES, LLC |
GREENBELT MD |
| 99 |
| $5.1M |
| $89K |
| 4 | AIR FORCE VILLAGES, INC. AIR FORCE VILLAGES, INC. 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 414 | $4.6M | $2K |
| 5 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $1K |
