Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Partners Institutional Mutual fund - in their Schedule of Assets, totaling $14.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN | CUMMING GA | 394 | $107.6M | $13.4M |
| 2 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $522K |
| 3 | UNWIRED BROADBAND HOLDINGS UNWIRED BROADBAND HOLDINGS 401(K) PLAN |
FRESNO CA |
| 224 |
| $10.1M |
| $146K |
