Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Goldman Sachs Small/mid Cap Growth Fund in their Schedule of Assets, totaling $3.3M 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 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $1.4M |
| 2 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $648K |
| 3 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN |
PIPERTON TN |
| 283 |
| $97.0M |
| $444K |
| 4 | EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. PROFIT SHARING PLAN | TOLEDO OH | 181 | $53.8M | $303K |
| 5 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $142K |
| 6 | CLINICAL INK CLINICAL INK RETIREMENT TRUST | WINSTON-SALEM NC | 210 | $17.0M | $115K |
| 7 | JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON MA | 121 | $17.2M | $104K |
| 8 | INTERACTIVE PROCESS TECHNOLOGY IPT ASSOCIATES RETIREMENT PLAN | BURLINGTON MA | 230 | $11.1M | $69K |
| 9 | ACI-HERZOG, A JOINT VENTURE ACI-HERZOG 401K NON-UNION EMPLOYEES PLAN | GURABO PR | 99 | $2.4M | $62K |
| 10 | MULTISTACK, LLC MULTISTACK, LLC 401(K) PLAN | SPARTA WI | 232 | $8.2M | $47K |
