Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Growth Fund Retail Shares in their Schedule of Assets, totaling $4.0M 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 | BATSON-COOK COMPANY BATSON-COOK COMPANY 401(K) & PROFIT SHARING PLAN | WEST POINT GA | 549 | $57.5M | $2.4M |
| 2 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION SPELLMAN 401(K) SAVINGS PLAN | HAUPPAUGE NY | 370 | $70.4M | $837K |
| 3 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN |
RADFORD VA |
| 131 |
| $18.5M |
| $382K |
| 4 | G & S MOTOR EQUIPMENT CO., INC. G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN | KEARNY NJ | 121 | $13.8M | $359K |