Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baron Partners Instl Fund in their Schedule of Assets, totaling $196K 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 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $111K |
| 2 | H.W. CULP LUMBER COMPANY H.W. CULP LUMBER COMPANY PROFIT SHARING PLAN | NEW LONDON NC | 134 | $31.9M | $85K |