Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Goldman Sachs Small-Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $8.2M 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 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 462 | $282.2M | $2.4M |
| 2 | THE OPTIONS CLEARING CORPORATION THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,173 | $320.4M | $2.0M |
| 3 | MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN |
LOS ANGELES CA |
| 323 |
| $125.7M |
| $1.1M |
| 4 | PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES, LTD. PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES LTD. 401K PROFIT SHARING PLAN | NEWTOWN SQUARE PA | 264 | $105.2M | $707K |
| 5 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $694K |
| 6 | SPEEDWAY MOTORS, INC. SPEEDWAY MOTORS, INC. 401(K) PLAN | LINCOLN NE | 519 | $36.7M | $442K |
| 7 | RMG INVESTMENT GROUP, LLC RESERVE MANAGEMENT GROUP 401(K) PLAN | STOW OH | 284 | $22.9M | $421K |
| 8 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN | MEBANE NC | 509 | $39.1M | $211K |
| 9 | RESEARCH TRIANGLE INSTITUTE RTI INTERNATIONAL RETIREE HEALTH PLAN | RESEARCH TRIANGLE PARK NC | 3,686 | $17.0M | $179K |
| 10 | MORTON DRUG COMPANY MORTON DRUG COMPANY EMPLOYEES PROFIT SHARING PLAN | NEENAH WI | 161 | $16.2M | $85K |
