Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Baron Small Cap Fund Institutional Class in their Schedule of Assets, totaling $48.0M 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 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $39.8M |
| 2 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $6.9M |
| 3 | UVA COMMUNITY HEALTH UVA COMMUNITY HEALTH RETIREMENT PLAN |
MANASSAS VA |
| 2,961 |
| $218.7M |
| $1.2M |
| 4 | WARREN PROPERTIES, INC. WARREN PROPERTIES, INC. PROFIT SHARING & SAVINGS PLAN | RANCHO SANTA FE CA | 119 | $11.3M | $88K |
