Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Goldman Sachs Small/Mid Cap Value Instl Mutual Fund in their Schedule of Assets, totaling $196K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON PA | 87 | $7.2M | $193K |
| 2 | MCNEELY COMPANIES MCNEELY COMPANIES 401(K) PLAN | SAPPHIRE NC | 166 | $14.5M | $3K |
