Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 in their Schedule of Assets, totaling $961K 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 | DUNCAN-PARNELL, INC. DUNCAN-PARNELL, INC. 401(K) PLAN AND TRUST | CHARLOTTE NC | 267 | $28.8M | $196K |
| 2 | GRUBB MANAGEMENT, LLC GRUBB MANAGEMENT, LLC 401(K) PS PLAN | CHARLOTTE NC | 222 | $21.9M | $186K |
| 3 | UMBRA CUSCINETTI, INC. UMBRA CUSCINETTI, INC. 401(K) PLAN |
EVERETT WA |
| 73 |
| $6.9M |
| $140K |
| 4 | INLAND COMPANIES, INC. INLAND COMPANIES, INC. 401(K) PLAN | MILWAUKEE WI | 211 | $5.1M | $135K |
| 5 | MULLEN COUGHLIN LLC MULLEN COUGHLIN 401(K) | DEVON PA | 269 | $17.4M | $116K |
| 6 | BERING HOME CENTER, INC. BERING HOME CENTER INC. RETIREMENT SAVINGS PLAN | HOUSTON TX | 154 | $5.8M | $57K |
| 7 | BERRY ENTERPRISES, INC. BERRY ENTERPRISES, INC. 401(K) PLAN AND TRUST | CHILHOWIE VA | 195 | $12.1M | $43K |
| 8 | MARKFORGED, INC MARKFORGED, INC RETIREMENT PLAN | WATERTOWN MA | 184 | $22.8M | $24K |
| 9 | ENERGY SERVICES GROUP, LLC. ENERGY SERVICES GROUP, LLC 401(K) PLAN | NORWELL MA | 146 | $22.9M | $23K |
| 10 | GROUP 14 TECHNOLOGIES INC. GROUP 14 TECHNOLOGIES INC. 401(K) PLAN | WOODINVILLE WA | 384 | $12.1M | $20K |
