Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Growth Institutional Mutual Fund ^ in their Schedule of Assets, totaling $25.7M 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 | WILBUR-ELLIS HOLDINGS, INC. WILBUR-ELLIS 401(K) PLAN | DENVER CO | 2,889 | $398.0M | $25.0M |
| 2 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $508K |
| 3 | BRUNTON OUTDOOR, INC BRUNTON OUTDOOR, INC. 401(K) PLAN |
LOUISVILLE CO |
| 375 |
| $4.9M |
| $120K |
| 4 | E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS CA | 564 | $31.6M | $88K |