Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Real Estate Fund Retail Shares Mutual Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MID-ATLANTIC NEPHROLOGY ASSOCIATES MID-ATLANTIC NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING PLAN | BALTIMORE MD | 123 | $76.4M | $519K |
| 2 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $365K |
| 3 | CIMINELLI REAL ESTATE CORPORATION CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN |
BUFFALO NY |
| 205 |
| $24.0M |
| $259K |
