Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Goldman Sachs Small Cap Value Insights Fund Mutual fund in their Schedule of Assets, totaling $4.3M 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 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $1.6M |
| 2 | AEGIS PROJECT CONTROLS CORP. AEGIS PROJECT CONTROLS 401(K) | SILVER SPRING MD | 151 | $11.5M | $666K |
| 3 | GMTO CORPORATION GMTO CORPORATION RETIREMENT PLAN |
PASADENA CA |
| 78 |
| $36.2M |
| $536K |
| 4 | WORD & BROWN INC. ADMIN., INC. WORD & BROWN 401(K) RETIREMENT PLAN | ORANGE CA | 586 | $93.9M | $536K |
| 5 | PIXELOGIC MEDIA PARTNERS, LLC PIXELOGIC 401(K) PROFIT SHARING PLAN | BURBANK CA | 683 | $42.4M | $248K |
| 6 | IPS CORPORATION IPS CORPORATION 401(K) PLAN | COMPTON CA | 574 | $44.8M | $248K |
| 7 | SUMMIT MEDICAL, LLC. INNOVIA MEDICAL 401K PLAN | ST. PAUL MN | 132 | $8.5M | $128K |
| 8 | NORCAL RENTAL GROUP LLC NORCAL RENTAL GROUP 401(K) PLAN | LIVERMORE CA | 206 | $22.2M | $89K |
| 9 | BEST FORMULATIONS, LLC BEST FORMULATIONS 401(K) PLAN | CITY OF INDUSTRY CA | 512 | $9.9M | $77K |
| 10 | THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS 403(B) PLAN | RANCHO MIRAGE CA | 130 | $7.9M | $60K |
