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 Fund Institutional Class in their Schedule of Assets, totaling $1.2M 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 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $555K |
| 2 | TRUSTEES OF IBEW LOCAL 728 ANNUITY FUND I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND | PEMBROKE PINES FL | 1,758 | $93.4M | $465K |
| 3 | STI HOLDING COMPANY, INC. DBA STI GROUP |
BRIDGE CITY TX |
| 1,710 |
| $14.3M |
| $54K |
| 4 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $49K |
| 5 | KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON MI | 570 | $12.4M | $48K |
