Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Baron Small-Cap Fund Mutual fund in their Schedule of Assets, totaling $18.4M 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 | C.V. STARR & CO., INC. C.V. STARR & CO., INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 1,966 | $491.5M | $8.5M |
| 2 | BARCLAY DAMON LLP BARCLAY DAMON LLP PROFIT SHARING AND 401(K) PLAN | SYRACUSE NY | 484 | $187.1M | $2.6M |
| 3 | HIGH-PURITY SILICON AMERICA CORPORATION |
THEODORE AL |
| 146 |
| $59.5M |
| $1.7M |
| 4 | SILVER LAKE TECHNOLOGY MANAGEMENT LLC SILVER LAKE 401K PLAN | NEW YORK NY | 216 | $118.6M | $992K |
| 5 | NEATON AUTO PRODUCTS MFG., INCORPORATED NEATON AUTO PRODUCTS MFG., INCORPORATED RETIREMENT AND SAVINGS PLAN | EATON OH | 983 | $45.9M | $857K |
| 6 | FIRST NATIONAL BANK FIRST NATIONAL BANK SAVINGS AND INVESTMENT PLAN | DAMARISCOTTA ME | 284 | $46.5M | $785K |
| 7 | EXOSTAR LLC EXOSTAR LLC 401(K) SAVINGS PLAN | HERNDON VA | 158 | $41.6M | $696K |
| 8 | WINSTON RESOURCES, LLC WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 2,938 | $7.7M | $654K |
| 9 | UWAJIMAYA, INC. UWAJIMAYA, INC. 401(K) RETIREMENT PLAN | SEATTLE WA | 563 | $36.4M | $446K |
| 10 | PHOENIX AMERICAN INCORPORATED PHOENIX AMERICAN INCORPORATED 401K PLAN | LARKSPUR CA | 76 | $26.1M | $395K |
