Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baron Baron Asset Fund R6 in their Schedule of Assets, totaling $24.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW BALANCE ATHLETICS, INC. NEW BALANCE ATHLETICS EMPLOYEE SAVINGS AND SECURITY PLAN | BOSTON MA | 4,704 | $492.8M | $22.4M |
| 2 | ORLANDO ORTHOPAEDIC CENTER M.D. P.A. ORLANDO ORTHOPAEDIC CENTER M.D. P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 230 | $53.0M | $2.2M |