Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Funds Baron Asset Inst in their Schedule of Assets, totaling $19.6M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $11.2M |
| 2 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $7.2M |
| 3 |
| SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN |
CHICAGO IL |
| 3,311 |
| $1.2B |
| $1.1M |
