Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Goldman Sachs Small-Cap Value Inst Mutual Fund in their Schedule of Assets, totaling $476K 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 | NORTHERN MONTANA HOSPITAL NORTHERN MONTANA HOSPITAL 403(B) PLAN | HAVRE MT | 555 | $18.5M | $269K |
| 2 | LARK TECHNOLOGIES, INC. LARK TECHNOLOGIES INC. 401K | MOUNTAIN VIEW CA | 114 | $11.1M | $160K |
| 3 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401(K) SAVINGS PLAN |
FRANKLIN NH |
| 121 |
| $11.3M |
| $48K |
