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 in their Schedule of Assets, totaling $58.7M 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 | ALTICOR INC. AMWAY RETIREMENT SAVINGS PLAN | ADA MI | 3,259 | $1.3B | $53.6M |
| 2 | YAMAHA MOTOR MANUFACTURING CORPORATION YAMAHA RETIREMENT AND INVESTMENT PLAN | NEWNAN GA | 1,869 | $158.1M | $4.4M |
| 3 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PUERTO RICO 401 (K) SAVINGS PLAN |
DENVER CO |
| 871 |
| $62.5M |
| $716K |
| 4 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $2K |