Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Ptnrs Inst Mutual Fund - in their Schedule of Assets, totaling $1.6M 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 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $1.2M |
| 2 | THE DODGE COMPANY, INC. THE DODGE COMPANY SAVINGS AND RETIREMENT PLAN | BILLERICA MA | 100 | $27.8M | $285K |
| 3 | SIMAREN CORPORATION |
WESTBURY NY |
| 415 |
| $2.5M |
| $65K |
| 4 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $34K |
