Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Discovery Fund in their Schedule of Assets, totaling $1.1M 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 | ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 949 | $22.8M | $700K |
| 2 | SOUTHWORTH DEVELOPMENT LLC SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | MASHPEE MA | 349 | $12.3M | $280K |
| 3 | RUN STUDIOS LLC RUN STUDIOS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 364 |
| $9.0M |
| $74K |