Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Growth Instl Fund in their Schedule of Assets, totaling $13.0M 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 | KENAN ADVANTAGE GROUP, INC. THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN | NORTH CANTON OH | 6,717 | $277.9M | $6.5M |
| 2 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $5.6M |
| 3 | FOUR B CORP BALLS FOOD STORES 401(K) RETIREMENT PLAN |
KANSAS CITY KS |
| 2,139 |
| $55.7M |
| $887K |
