Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Growth Fund Institutional Mutual Fund in their Schedule of Assets, totaling $8.0M 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 | ACH FOOD COMPANIES, INC. ACH FOOD COMPANIES, INC. THRIFT PLAN | OAKBROOK TERRACE IL | 384 | $96.6M | $4.3M |
| 2 | TRANS NATIONAL GROUP SERVICES LLC TRANS NATIONAL GROUP SERVICES LLC 401(K) PROFIT SHARING PLAN | NATICK MA | 108 | $27.8M | $1.6M |
| 3 | SOUTH SHORE BANK SOUTH SHORE BANK 401(K) PLAN |
SOUTH WEYMOUTH MA |
| 238 |
| $38.8M |
| $1.2M |
| 4 | AGENCY FOR THE PERFORMING ARTS, LLC IAG RETIREMENT PLAN | LOS ANGELES CA | 235 | $22.1M | $945K |