Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding GS BALANCED STRATEGY - A in their Schedule of Assets, totaling $3.9M 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 | ARANDA TOOLING, INC. ARANDA TOOLING, INC. EMPLOYEES' 401(K) PLAN | CHINO CA | 140 | $5.7M | $3.2M |
| 2 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $461K |
| 3 | EQUITY SETTLEMENT SERVICES INC EQUITY SETTLEMENT SERVICES INC 401(K) PLAN |
SMITHTOWN NY |
| 178 |
| $8.2M |
| $162K |
| 4 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $106K |
