Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Baron Growth Fund; Institutional Shares in their Schedule of Assets, totaling $186.3M 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 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $99.8M |
| 2 | HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 3,458 | $670.3M | $30.5M |
| 3 | RENTOKIL NORTH AMERICA, INC. RENTOKIL INITIAL USA 401(K) PLAN |
READING PA |
| 20,428 |
| $1.3B |
| $20.2M |
| 4 | ARROW ELECTRONICS, INC. ARROW ELECTRONICS SAVINGS PLAN | CENTENNIAL CO | 4,271 | $1.5B | $18.5M |
| 5 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $9.8M |
| 6 | ENERFLEX INC. ENERFLEX INC. AND SUBSIDIARIES MATCHED SAVINGS PLAN | HOUSTON TX | 1,257 | $124.4M | $1.8M |
| 7 | PACIFIC MARITIME ASSOCIATION PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN | SAN FRANCISCO CA | 150 | $96.7M | $1.5M |
| 8 | ENCOMPASS GROUP, LLC ENCOMPASS GROUP, LLC 401(K) RETIREMENT PLAN | MCDONOUGH GA | 143 | $34.8M | $1.4M |
| 9 | MEASUREMENT INCORPORATED MEASUREMENT INCORPORATED 401(K) PLAN | DURHAM NC | 291 | $22.1M | $949K |
| 10 | LUMINA FOUNDATION FOR EDUCATION, INC. LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 99 | $23.9M | $916K |
