Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Baron Growth Fund Mutual fund in their Schedule of Assets, totaling $107.8M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $41.2M |
| 2 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $25.1M |
| 3 | GENSLER GENSLER 401(K) SAVINGS PLAN |
| 3,991 |
| $717.2M |
| $18.4M |
| 4 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $7.9M |
| 5 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $5.3M |
| 6 | BRYCE CORPORATION BRYCE CORPORATION 401(K) SAVINGS AND PROFIT SHARING PLAN | MEMPHIS TN | 951 | $115.3M | $3.9M |
| 7 | NORTHEASTERN VERMONT REGIONAL HOSPITAL, INC. NVRH 401(K) RETIREMENT PLAN | ST. JOHNSBURY VT | 746 | $84.0M | $1.9M |
| 8 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS CA | 514 | $86.5M | $1.7M |
| 9 | GILA RIVER GAMING ENTERPRISES, INC. GILA RIVER GAMING ENTERPRISES, INC. 401K PLAN AND TRUST | CHANDLER AZ | 3,147 | $138.8M | $1.5M |
| 10 | BLACK GOLD POTATO SALES, INC. BLACK GOLD POTATO SALES, INC. 401(K) PROFIT SHARING PLAN | GRAND FORKS ND | 684 | $13.6M | $365K |
