Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Goldman Sachs Small cap value insights fund in their Schedule of Assets, totaling $8.4M 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 | 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 | SPANG & COMPANY SPANG & CO RETIREMENT SAVINGS PLAN FOR NON-BARGAINING UNIT EMPLOYEES | PITTSBURGH PA | 205 | $44.7M | $1.1M |
| 5 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $356K |
| 6 | DELTA DENTAL OF COLORADO DELTA DENTAL OF COLORADO SAVINGS AND RETIREMENT PLAN | CENTENNIAL CO | 233 | $29.3M | $201K |
| 7 | TEALIUM INC. TEALIUM INC. 401(K) PLAN | SAN DIEGO CA | 306 | $50.5M | $155K |
| 8 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $116K |
| 9 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $66K |
| 10 | FARMINGTON COUNTRY CLUB FARMINGTON COUNTRY CLUB RETIREMENT PLAN | CHARLOTTESVILLE VA | 160 | $15.1M | $46K |
