Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Baron Asset Fund " in their Schedule of Assets, totaling $91.5M 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 | VERTEX PHARMACEUTICALS INCORPORATED VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN | BOSTON MA | 5,091 | $1.3B | $33.9M |
| 2 | THE SEGAL GROUP, INC. THE SEGAL GROUP PROFIT SHARING PLAN | NEW YORK NY | 1,129 | $591.2M | $20.5M |
| 3 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST |
SAN FRANCISCO CA |
| 2,298 |
| $1.1B |
| $15.9M |
| 4 | CBOE GLOBAL MARKETS, INC. CBOE GLOBAL MARKETS SMART PLAN | CHICAGO IL | 1,143 | $430.9M | $10.3M |
| 5 | STEINER ELECTRIC COMPANY STEINER ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST | ITASCA IL | 251 | $51.8M | $3.2M |
| 6 | LIMBACH FACILITY SERVICES LLC LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN | WARRENDALE PA | 0 | $0 | $2.6M |
| 7 | PRESENCE MARKETING, LLC PRESENCE MARKETING, LLC RETIREMENT PLAN | SOUTH BARRINGTON IL | 430 | $55.5M | $2.1M |
| 8 | WOOD & HUSTON BANCORPORATION, INC. WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN | MARSHALL MO | 174 | $20.4M | $846K |
| 9 | DIGESTIVE SPECIALISTS, INC. DIGESTIVE SPECIALISTS, INC./DIGESTIVE ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN | DAYTON OH | 133 | $38.1M | $655K |
| 10 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN | RADFORD VA | 131 | $18.5M | $475K |
