Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baron Baron Small Cap Retail in their Schedule of Assets, totaling $1.7M 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 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $1.3M |
| 2 | FEMCO, INC. D.B.A. THE FINGER COMPANIES THE FINGER COMPANIES 401(K) PLAN | HOUSTON TX | 184 | $22.7M | $361K |