Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding GS DYNAMIC GLOBAL EQUITY - A in their Schedule of Assets, totaling $3.6M 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 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $3.2M |
| 2 | EQUITY SETTLEMENT SERVICES INC EQUITY SETTLEMENT SERVICES INC 401(K) PLAN | SMITHTOWN NY | 178 | $8.2M | $277K |
| 3 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE |
| 169 |
| $19.5M |
| $141K |