Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baron Growth Institutional - in their Schedule of Assets, totaling $57.7M 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 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN | NEW YORK NY | 12,956 | $1.1B | $24.7M |
| 2 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $22.1M |
| 3 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS |
TAMPA FL |
| 666 |
| $315.7M |
| $6.3M |
| 4 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS | NEW YORK NY | 901 | $166.1M | $4.2M |
| 5 | TEXAS DISPOSAL SYSTEMS INC. TEXAS DISPOSAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 1,133 | $44.6M | $315K |
| 6 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW HAMPTON NH | 156 | $21.7M | $51K |
