Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Small Cap Instl Mutual Fund in their Schedule of Assets, totaling $13.0M 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 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. DC PLANS MASTER TRUST | HOUSTON TX | — | $755.4M | $11.8M |
| 2 | COPIC TRUST COPIC COMPANIES 401(K) PLAN | DENVER CO | 137 | $37.3M | $810K |
| 3 | DEN-MAT HOLDINGS, LLC DEN-MAT HOLDINGS, LLC 401(K) PLAN |
| 134 |
| $13.9M |
| $287K |
| 4 | MICRO MATIC USA, INC. MICRO MATIC USA, INC. RETIREMENT SAVINGS PLAN | BROOKSVILLE FL | 238 | $21.1M | $38K |
| 5 | LEMAN ACADEMY OF EXCELLENCE, INC. LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN | TUCSON AZ | 509 | $7.9M | $15K |
