Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Growth Fund, Institutional Shares Mutual Fund in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN | SANTA ROSA CA | 912 | $103.9M | $3.2M |
| 2 | HINES PRECISION INC. HINES PRECISION 401(K) RETIREMENT PLAN | PHILPOT KY | 167 | $29.8M | $2.2M |
| 3 | DIGESTIVE CARE OF EVANSVILLE, PC DIGESTIVE CARE CENTER RETIREMENT PLAN |
NEWBURGH IN |
| 122 |
| $29.3M |
| $644K |
| 4 | INTERWEST INSURANCE SERVICES, LLC INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | CHICO CA | 386 | $71.3M | $551K |
| 5 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $37K |
