Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Small Cap Fund Institutional Class " in their Schedule of Assets, totaling $2.5M 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 | HANCOCK ESTABROOK, LLP HANCOCK ESTABROOK, LLP RETIREMENT PLAN | SYRACUSE NY | 123 | $50.0M | $1.2M |
| 2 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN | LEOMINSTER MA | 1,555 | $116.7M | $523K |
| 3 | THE VANE BROTHERS COMPANY |
BALTIMORE MD |
| 781 |
| $94.6M |
| $406K |
| 4 | PFEIFFER VACUUM, INC. PFEIFFER VACUUM, INC. PENSION PLAN | NASHUA NH | 57 | $13.8M | $302K |
| 5 | HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. 403B THRIFT PLAN FOR DIVERSIFIED HOME SERVICES, INC. | LEOMINSTER MA | 79 | $7.4M | $9K |
