Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Funds Baron Small-Cap Fund in their Schedule of Assets, totaling $2.3M 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 | CLARK NEXSEN, INC. CLARK NEXSEN, INC. 401(K) PLAN | VIRGINIA BEACH VA | 328 | $84.2M | $2.0M |
| 2 | NATIONAL TUBE SUPPLY COMPANY NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN | UNIVERSITY PARK IL | 242 | $11.6M | $122K |
| 3 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
AVON CT |
| 194 |
| $56.2M |
| $90K |
| 4 | THE JAY GROUP THE JAY GROUP RETIREMENT PLAN | LANCASTER PA | 243 | $4.1M | $81K |
