Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baron Funds Baron Small Cap Inst in their Schedule of Assets, totaling $5.6M 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 | PANERA BREAD COMPANY PANERA BREAD COMPANY 401(K) RETIREMENT SAVINGS PLAN | FENTON MO | 25,092 | $285.0M | $3.3M |
| 2 | CHICAGO BASEBALL HOLDINGS, LLC CHICAGO CUBS ASSOCIATES RETIREMENT PLAN | CHICAGO IL | 641 | $117.6M | $2.3M |