Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Goldman Sachs Sm Cp Val Ins Fd in their Schedule of Assets, totaling $484K 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 | SHAKER ADVERTISING AGENCY SHAKER ADVERTISING AGENCY EMPLOYEES' 401(K) PLAN | OAK PARK IL | 230 | $24.7M | $469K |
| 2 | CROSBY TUGS LLC CROSBY TUGS, LLC 401(K) PLAN | GALLIANO LA | 694 | $21.5M | $15K |
