Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Baron Real Estate Income Instl Mutual Fund in their Schedule of Assets, totaling $324K 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 | NEW DIRECTIONS TECHNOLOGIES NEW DIRECTIONS TECHNOLOGIES, INC 401K PLAN | RIDGECREST CA | 376 | $24.5M | $324K |
