Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BARON REAL ESTATE RETAIL SHARES MUTUAL FUND in their Schedule of Assets, totaling $78K 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 | SELLETHICS MARKETING GROUP, INC. SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401(K) PLAN | MATTHEWS NC | 329 | $14.8M | $78K |
