Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Funds Baron Small Cap Instl in their Schedule of Assets, totaling $3.6M 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 | WATLOW ELECTRIC MANUFACTURING COMPANY WATLOW GROUP 401(K) PLAN | ST. LOUIS MO | 1,431 | $298.2M | $3.5M |
| 2 | RED HAWK CASINO RED HAWK CASINO 401(K) PLAN | PLACERVILLE CA | 1,020 | $44.1M | $53K |
| 3 | REPUBLIC ELITE, LLC REPUBLIC ELITE 401(K) PLAN |
| 885 |
| $18.8M |
| $16K |