Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Small Cap Inst Mutual fund - in their Schedule of Assets, totaling $1.5M 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 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $623K |
| 2 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $530K |
| 3 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN |
WAKEFIELD MA |
| 1,397 |
| $125.8M |
| $172K |
| 4 | DPIX, LLC DPIX, LLC 401(K) PLAN | COLORADO SPRINGS CO | 127 | $25.7M | $108K |
| 5 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $91K |
