Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Baron Baron Growth Fund in their Schedule of Assets, totaling $23.2M 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 | ILITCH HOLDINGS, INC. ILITCH HOLDINGS 401(K) PLAN | DETROIT MI | 4,784 | $307.1M | $6.7M |
| 2 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND | DUBLIN CA | 6,736 | $314.9M | $5.8M |
| 3 | ELECTRONIC WARFARE ASSOCIATES, INC. |
HERNDON VA |
| 771 |
| $70.7M |
| $4.4M |
| 4 | AMBANK COMPANY INC AMBANK COMPANY, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SIOUX CENTER IA | 243 | $36.7M | $3.4M |
| 5 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $1.1M |
| 6 | DENVER ZOOLOGICAL FOUNDATION TAX SHELTERED ANNUITY PLAN OF DENVER ZOOLOGICAL FOUNDATION | DENVER CO | 473 | $32.0M | $888K |
| 7 | COMNET COMMUNICATIONS, LLC COMNET COMMUNICATIONS, LLC EMPLOYEE BENEFIT PLAN | BETHEL CT | 321 | $34.6M | $618K |
| 8 | THE GUILFORD SAVINGS BANK THE GUILFORD SAVINGS BANK 401(K) PROFIT SHARING PLAN | GUILFORD CT | 159 | $23.0M | $201K |
| 9 | CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. 401(K) PLAN | ORLANDO FL | 202 | $11.6M | $75K |
