Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baron Small Cap in their Schedule of Assets, totaling $1.6M 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 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $779K |
| 2 | THE DENVER CENTER FOR THE PERFORMING ARTS THE DENVER CENTER FOR THE PERFORMING ARTS 401(K) PLAN | DENVER CO | 212 | $17.9M | $510K |
| 3 | BRUNNER & LAY, INC. |
SPRINGDALE AR |
| 171 |
| $14.3M |
| $222K |
| 4 | PREDICTIVE INDEX, LLC PREDICTIVE INDEX RETIREMENT TRUST PLAN | WESTWOOD MA | 219 | $30.9M | $83K |
| 5 | LOCKHART AUTOMOTIVE GROUP, INC. LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | FISHERS IN | 177 | $6.7M | $42K |
