Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Baron Small Cap Instl in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | PLEASANTON CA | 180 | $47.2M | $1.1M |
| 2 | CENTERPOINT PROPERTIES TRUST CENTERPOINT PROPERTIES TRUST 401(K) PLAN | OAKBROOK IL | 143 | $55.8M | $810K |
| 3 | GAMING CAPITAL GROUP LLC GAMING CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST |
NEWCASTLE OK |
| 328 |
| $21.6M |
| $322K |
| 4 | ADA S. MCKINLEY COMMUNITY SERVICES, INC. ADA S. MCKINLEY COMMUNITY SERVICES, INC. RETIREMENT INCOME PLAN | CHICAGO IL | 266 | $27.0M | $268K |
| 5 | ADVANCED DISTRIBUTION SYSTEMS, I ADVANCED DISTRIBUTION SYSTEMS, INC. INCENTIVE SAVINGS TRUST | STAMFORD CT | 257 | $6.9M | $208K |
| 6 | BOSTON, INC. DBA FURNITURE & APPLIANCE MART BOSTON, INC. PROFIT SHARING PLAN | STEVENS POINT WI | 465 | $16.9M | $155K |
| 7 | MOLO PETROLEUM, LLC MOLO PETROLEUM LLC 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 190 | $10.0M | $146K |
| 8 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 AREA 204 SUPP RET PLAN OPERATIVE PLASTERERS & CEMENT MASONS LOC 599 RT PL | MADISON WI | 149 | $2.3M | $131K |
| 9 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $128K |
| 10 | CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. | APOPKA FL | 114 | $38.0M | $125K |
