Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Baron Small Cap Institutional Fund in their Schedule of Assets, totaling $12.7M 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 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,436 | $522.8M | $8.6M |
| 2 | QUALITY OIL COMPANY, LLC QUALITY OIL COMPANY 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 1,199 | $70.3M | $3.8M |
| 3 | HARBOR GROUP INCORPORATED |
MUSKEGON MI |
| 225 |
| $31.9M |
| $327K |