Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding GOLDMAN SACHS SM-CAP VAL INSTL Registered Investment Company in their Schedule of Assets, totaling $17.8M 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 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $9.4M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES | NEW YORK NY | 540 | $176.8M | $5.6M |
| 3 | PARK-OHIO INDUSTRIES, INC. PARK-OHIO INDUSTRIES, INC. 401(K) RETIREMENT PLAN |
MAYFIELD HEIGHTS OH |
| 2,278 |
| $167.9M |
| $2.9M |
| 4 | ATHENIX CYBER & SIGINT SOLUTIONS, LLC ATHENIX CYBER & SIGINT SOLUTIONS, LLC 401(K) PLAN | FULTON MD | 0 | $5.5M | $12K |
