Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Baron Growth in their Schedule of Assets, totaling $5.8M 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 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $4.1M |
| 2 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M | $825K |
| 3 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN |
LEBANON OH |
| 2,076 |
| $28.9M |
| $474K |
| 4 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN | BUFORD GA | 200 | $21.2M | $332K |
| 5 | BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P. BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN | AMARILLO TX | 148 | $15.2M | $17K |
