Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baron Small Cap Mutual fund in their Schedule of Assets, totaling $16.6M 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 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $12.9M |
| 2 | NEXEN GROUP INC. NEXEN GROUP INC. RETIREMENT SAVINGS PLAN | VADNAIS HEIGHTS MN | 108 | $56.8M | $2.4M |
| 3 | NATURAL ORGANICS, INC. NATURAL ORGANICS, INC. 401(K) PLAN |
MELVILLE NY |
| 423 |
| $30.9M |
| $402K |
| 4 | PERFORMANT FINANCIAL CORPORATION PERFORMANT 401K PLAN | PLEASANTON CA | 968 | $45.4M | $315K |
| 5 | NELSON AUTOMOTIVE, INC. NELSON AUTO GROUP 401(K)PLAN | TULSA OK | 290 | $13.6M | $268K |
| 6 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $209K |
| 7 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $118K |
