Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baron Discovery Fund R6 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 | CAMBRIDGE HEALTHTECH INSTITUTE CAMBRIDGE HEALTHTECH HOLDING 401(K) PROFIT SHARING PLAN | NEEDHAM MA | 144 | $26.5M | $609K |
| 2 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $458K |
| 3 | TAYLOR MACHINE WORKS, INC. |
LOUISVILLE MS |
| 469 |
| $18.8M |
| $378K |
| 4 | EMM LOANS LLC EMM LOANS LLC 401(K) PLAN | CHERRY HILL NJ | 172 | $7.6M | $131K |
| 5 | ADVANTAGE MAILING, LLC ADVANTAGE MAILING, LLC 401(K) PLAN | ANAHEIM CA | 853 | $15.9M | $87K |
| 6 | BRIGHT INDUSTRIES, LLC BRIGHT INDUSTRIES, LLC 401(K) PLAN | LEWISVILLE TX | 84 | $4.2M | $50K |
