Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Asset Instl in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MESSIAH UNIVERSITY MESSIAH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MECHANICSBURG PA | 2,313 | $176.4M | $3.1M |
| 2 | PEPPER SOURCE, LTD. PEPPER SOURCE, LTD. & SUBSIDIARIES 401(K) PLAN | METAIRIE LA | 295 | $15.1M | $31K |
| 3 | US MARINE CORPORATION OCEAN PEACE, INC. 401(K) EMPLOYEE SAVINGS PLAN |
SEATTLE WA |
| 325 |
| $13.7M |
| $16K |
