Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Capital Group Baron Growth Fund Institutional Shares in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARSHALL, GERSTEIN & BORUN LLP MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN | CHICAGO IL | 186 | $160.1M | $6.1M |
| 2 | KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN | GLEN ALLEN VA | 211 | $52.1M | $2.9M |
| 3 | NORTHERN FROZEN FOODS, INC. |
CLEVELAND OH |
| 210 |
| $20.4M |
| $354K |
| 4 | C.A. CURTZE COMPANY C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN | ERIE PA | 483 | $37.7M | $151K |
