Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Durable Advantage R6 in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARTS AUTHORITY LLC PARTS AUTHORITY LLC PROFIT SHARE/401K PLAN | LAKE SUCCESS NY | 5,675 | $77.5M | $2.6M |
| 2 | ROTTERDAM VENTURES, INC. ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN | SCHENECTADY NY | 137 | $14.2M | $944K |
| 3 | APPELLATE ADVOCATES APPELLATE ADVOCATES RETIREMENT PLAN |
NEW YORK NY |
| 84 |
| $11.4M |
| $553K |
| 4 | CHASE CORPORATION PENSION PLAN FOR EMPLOYEES OF CHASE CORPORATION | WESTWOOD MA | 45 | $8.5M | $314K |
| 5 | MONEYCORP US INC. MONEYCORP US INC. 401(K) PLAN | PROVIDENCE RI | 80 | $7.7M | $234K |
