Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baron Small Cap Instl Baron 0 in their Schedule of Assets, totaling $1.1M 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 | PARKER, HUDSON, RAINER & DOBBS, LLP PARKER, HUDSON, RAINER & DOBBS LLP SAVINGS INCENTIVE AND SALARY DEFERRAL PLAN | ATLANTA GA | 83 | $40.3M | $907K |
| 2 | MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES, P.A. PSP AND TRUST | ASHEVILLE NC | 182 | $20.7M | $159K |
| 3 | MANIONS WHOLESALE BUILDING SUPPLIES, INC. |
SUPERIOR WI |
| 271 |
| $5.4M |
| $55K |
| 4 | TRADEWINDS SERVICES, INC. TRADEWINDS SERVICES INC RETIREMENT PLAN | MERRILLVILLE IN | 182 | $3.6M | $11K |