Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Goldman Sachs US Equity Insights A in their Schedule of Assets, totaling $3.7M 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 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $2.2M |
| 2 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $1.1M |
| 3 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN |
KANEOHE HI |
| 586 |
| $11.5M |
| $444K |
