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 Mutual Funds in their Schedule of Assets, totaling $6.4M 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 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $4.6M |
| 2 | PEERLESS BEVERAGE CO. PEERLESS TRANSPORT 401(K) PLAN | UNION NJ | 137 | $15.8M | $911K |
| 3 | PEERLESS BEVERAGE CO. PEERLESS BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN |
UNION NJ |
| 125 |
| $40.9M |
| $805K |