Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Baron Asset Fund Mutual fund in their Schedule of Assets, totaling $6.5M 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 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $2.4M |
| 2 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $2.3M |
| 3 | RIESBECK FOOD MARKETS, INC. RIESBECK FOOD MARKETS, INC. PROFIT SHARING 401(K) PLAN |
ST CLAIRSVILLE OH |
| 696 |
| $17.2M |
| $1.0M |
| 4 | NICHOLS PORTLAND, INC. NICHOLS PORTLAND, INC. 401(K) SAVINGS PLAN | ST. MARYS PA | 707 | $40.6M | $495K |
| 5 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $103K |
| 6 | PKM STEEL SERVICE, INC. PKM STEEL SERVICE, INC. PROFIT SHARING RETIREMENT/401K PLAN | SALINA KS | 93 | $6.5M | $70K |
| 7 | HEAVY MACHINES, INC. HEAVY MACHINES, INC. 401(K)/PROFIT SHARING PLAN | MEMPHIS TN | 151 | $15.9M | $40K |
| 8 | CUSTOM WOOD PRODUCTS, INC. CUSTOM WOOD PRODUCTS, INC. PROFIT SHARING/401(K) PLAN | ST. MARYS KS | 275 | $17.0M | $4K |
