Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baron Small Cap Retail " in their Schedule of Assets, totaling $2.7M 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 | OZ ARCHITECTURE, INC. OZ ARCHITECTURE PROFIT SHARING PLAN | DENVER CO | 146 | $34.8M | $1.3M |
| 2 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $761K |
| 3 | THE LILLY COMPANY THE LILLY COMPANY 401(K) PLAN |
MEMPHIS TN |
| 283 |
| $24.7M |
| $507K |
| 4 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $174K |
| 5 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $2K |
| 6 | MERCY UNIVERSITY MERCY UNIVERSITY RETIREMENT PLAN | DOBBS FERRY NY | 785 | $121.4M | $48 |
| 7 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $42 |
