Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Growth Institutional Fund Mutual fund in their Schedule of Assets, totaling $12.0M 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 | ZS ASSOCIATES, INC. ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSTON IL | 2,902 | $658.5M | $11.1M |
| 2 | HAVCO WOOD PRODUCTS LLC HAVCO WOOD PRODUCTS LLC 401(K) PROFIT SHARING PLAN | CAPE GIRARDEAU MO | 503 | $29.0M | $491K |
| 3 | DAVID C COOK DAVID C COOK RETIREMENT PLAN WITH 401(K) SAVINGS |
COLORADO SPRINGS CO |
| 280 |
| $24.7M |
| $479K |
