Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding GS SM CP VAL INS R6 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | CLEARSTEAD ADVISORS, LLC CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | CLEVELAND OH | 263 | $35.5M | $845K |
| 2 | AMERICAN CAREER COLLEGE, INC. AMERICAN CAREER COLLEGE, INC. AND WEST COAST UNIVERSITY, INC. 401(K) PLAN | IRVINE CA | 2,942 | $134.3M | $453K |
| 3 | YETI HOLDINGS, INC. |
AUSTIN TX |
| 1,132 |
| $58.4M |
| $222K |
| 4 | FOURTH ENTERPRISES, LLC FOURTH ENTERPRISES, LLC 401(K) PLAN | AUSTIN TX | 335 | $37.4M | $109K |
| 5 | LENNON, SMITH, SOULERET ENGINEERING, INC. LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN | CORAOPOLIS PA | 131 | $12.7M | $12K |