Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Goldman Sachs Small Cp Val Insghts R6 Mutual fund in their Schedule of Assets, totaling $1.8M 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 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $1.3M |
| 2 | CROWN EXTRUSIONS, INC. CROWN/NORFAB RETIREMENT PLAN | CHASKA MN | 117 | $6.4M | $289K |
| 3 | WINERY EXCHANGE, INC. WINERY EXCHANGE INC., 401(K) PLAN |
NOVATO CA |
| 138 |
| $15.2M |
| $131K |
| 4 | BARON WEATHER, INC. BARON WEATHER, INC. 401(K) PLAN | HUNTSVILLE AL | 87 | $13.5M | $65K |
| 5 | BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. | GARDEN GROVE CA | 53 | $3.1M | $13K |
