Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baron Small Cap Fund; Institutional Shares Registered Investment Company in their Schedule of Assets, totaling $11.0M 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 | AMKOR TECHNOLOGY, INC. AMKOR TECHNOLOGY, INC. 401(K) PLAN | TEMPE AZ | 392 | $222.9M | $5.7M |
| 2 | TRANSATLANTIC HOLDINGS, INC. TRANSRE INCENTIVE RETIREMENT PLAN | NEW YORK NY | 428 | $233.8M | $5.2M |
| 3 | TRANSATLANTIC HOLDINGS, INC. TRANSRE RETIREMENT ACCUMULATION PLAN |
NEW YORK NY |
| 405 |
| $42.7M |
| $157K |
