Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Baron Small Cap Fund - in their Schedule of Assets, totaling $29.7M 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 | NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN | WESTFORD MA | 1,326 | $645.1M | $10.0M |
| 2 | PVS PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 1,297 | $158.0M | $5.0M |
| 3 | NORTH BEND MEDICAL CENTER, INC. NORTH BEND MEDICAL CENTER 401(K) PLAN |
COOS BAY OR |
| 314 |
| $74.4M |
| $2.0M |
| 4 | U.S. NURSING CORPORATION INGENOVIS HEALTH 401(K) PLAN | GREENWOOD VILLAGE CO | 5,637 | $61.8M | $1.5M |
| 5 | THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP SWBMG 401(K) PLAN | SAN FRANCISCO CA | 221 | $149.2M | $1.5M |
| 6 | FLUOR FEDERAL SOLUTIONS, LLC FLUOR FEDERAL SOLUTIONS, LLC 401(K) RETIREMENT PLAN | GREENVILLE SC | 533 | $47.1M | $1.4M |
| 7 | PRIME GROUP LLC PRIME ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | BELLEVUE WA | 324 | $36.4M | $1.3M |
| 8 | M1 SUPPORT SERVICES, L.P. M1 SUPPORT SERVICES, L.P. 401(K) PLAN | DENTON TX | 5,220 | $171.6M | $1.2M |
| 9 | MAR-JAC POULTRY, INC. MAR-JAC POULTRY, INC. 401(K) AND PROFIT SHARING PLAN | GAINSVILLE GA | 2,251 | $89.2M | $1.1M |
| 10 | ISLAND CAPITAL GROUP LLC ISLAND CAPITAL GROUP LLC 401(K) PLAN | GREENVILLE SC | 105 | $71.6M | $867K |
