Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baron Asset Fund Institutional Class in their Schedule of Assets, totaling $319.9M 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 | NUCOR CORPORATION NUCOR CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 29,566 | $9.3B | $305.0M |
| 2 | PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH NC | 3,141 | $219.7M | $10.0M |
| 3 | CANTOR COLBURN LLP CANTOR COLBURN LLP 401(K) PROFIT SHARING PLAN |
HARTFORD CT |
| 215 |
| $89.0M |
| $1.7M |
| 4 | UNITED STATES MINERAL PRODUCTS COMPANY UNITED STATES MINERAL PRODUCTS COMPANY SAVINGS PLAN 401(K) | STANHOPE NJ | 160 | $25.1M | $1.1M |
| 5 | LEE HY CONSTRUCTION LLC LEE HY CONSTRUCTION LLC 401(K) PLAN | ROCKVILLE VA | 75 | $10.2M | $1.1M |
| 6 | AMPEX DATA SYSTEMS CORPORATION AMPEX DATA SYSTEMS CORPORATION SAVINGS PLAN | HAYWARD CA | 118 | $36.3M | $470K |
| 7 | ITEN INDUSTRIES, INC. ITEN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ASHTABULA OH | 130 | $12.7M | $447K |
