Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Goldman Sachs Small Cap Value Insights Fund - in their Schedule of Assets, totaling $7.3M 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 | ASTEC INDUSTRIES, INC. ASTEC INDUSTRIES, INC. 401(K) RETIREMENT PLAN | CHATTANOOGA TN | 3,173 | $350.1M | $3.1M |
| 2 | THE HHHUNT CORPORATION THE HHHUNT SAVINGS AND RETIREMENT PLAN | BLACKSBURG VA | 443 | $46.7M | $1.7M |
| 3 | MARIETTA MEMORIAL HOSPITAL MARIETTA MEMORIAL HOSPITAL RETIREMENT PLAN |
MARIETTA OH |
| 309 |
| $62.3M |
| $1.6M |
| 4 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $356K |
| 5 | DELTA DENTAL OF COLORADO DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN | CENTENNIAL CO | 233 | $29.3M | $201K |
| 6 | TEALIUM INC. TEALIUM INC. 401(K) PLAN | SAN DIEGO CA | 306 | $50.5M | $155K |
| 7 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $116K |
| 8 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $66K |
| 9 | FARMINGTON COUNTRY CLUB FARMINGTON COUNTRY CLUB RETIREMENT PLAN | CHARLOTTESVILLE VA | 160 | $15.1M | $46K |
| 10 | IQ BRANDS INC IQ BRANDS INC 401(K) PROFIT SHARING PLAN & TRUST | CONOVER NC | 95 | $3.4M | $14K |
