Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Goldman Sachs Mid Cap Value Fund Mutual fund in their Schedule of Assets, totaling $894K 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 | LHP, INC LHP, INC 401(K) PLAN | COLUMBUS IN | 457 | $26.3M | $315K |
| 2 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $190K |
| 3 | NORTH ATLANTA PRIMARY CARE NORTH ATLANTA PRIMARY CARE 401(K) PLAN |
ALPHARETTA GA |
| 786 |
| $22.1M |
| $111K |
| 4 | GLOBAL INFORMATION SYSTEMS, LLC GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 109 | $8.3M | $109K |
| 5 | MORTON DRUG COMPANY MORTON DRUG COMPANY EMPLOYEES PROFIT SHARING PLAN | NEENAH WI | 161 | $16.2M | $90K |
| 6 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $51K |
| 7 | QUAY AUSTRALIA QUAY AUSTRALIA 401(K) PLAN | SAN FRANCISCO CA | 108 | $4.7M | $28K |
