Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baron Funds Small Cap Fund in their Schedule of Assets, totaling $3.5M 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 | BANK OZK BANK OZK 401(K) RETIREMENT SAVINGS PLAN | LITTLE ROCK AR | 2,922 | $293.8M | $3.3M |
| 2 | HUNT REAL ESTATE CORPORATION HUNT REAL ESTATE CORPORATION 401(K) PLAN | DEPEW NY | 265 | $22.3M | $137K |
