BARON CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
16
Active participants
1,096,932
Total plan assets
$150.2B
Filings (rows)
16
Direct comp
$12.3M
Indirect comp
$2.0M
Aggregating 2 name variants under "BARON CAPITAL"
SERVICES PROVIDED
Other16
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| BARON GROWTH RETAIL | 89 |
| BARON GROWTH RETAIN | 2 |
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET, RI | Other NONE | 313,966 | $30.1B | $1.1M |
| CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET, RI | Other NONE | 240,493 | $27.6B | $972K |
| CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET, RI | Other NONE | 265,760 | $24.2B | $898K |
| BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 115,036 | $16.9B | — |
| BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND | NEW YORK, NY | Other NONE | 111,833 | $16.2B | — |
| TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND | OAK BROOK, IL | Other NONE | 20,984 | $8.0B | $1.4M |
| TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND | OAK BROOK, IL | Other NONE | 20,680 | $8.0B | $2.1M |
| PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS, MD | Other NONE | 1,098 | $4.8B | $1.3M |
| PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS, MD | Other NONE | 1,091 | $4.6B | $1.8M |
| PENSION COMMITTEE OF THE MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS, MD | Other NONE | 1,087 | $4.2B | $2.0M |
| CONTINENTAL CASUALTY COMPANY CNA RETIREMENT PLAN | CHICAGO, IL | Other NONE | 457 | $1.9B | $482K |
| CONTINENTAL CASUALTY COMPANY CNA RETIREMENT PLAN | CHICAGO, IL | Other NONE | 400 | $1.9B | $28K |
| CONTINENTAL CASUALTY COMPANY CNA RETIREMENT PLAN | CHICAGO, IL | Other NONE | 367 | $848.9M | $0 |
| JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525 PENSION AND RETIREMENT PLAN OF PLUMBERS AND PIPEFITTERS UNION LOCAL 525 | LAS VEGAS, NV | Other NONE | 1,532 | $413.2M | $180K |
| JOINT GOV. COMM. PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 525 PENSION AND RETIREMENT PLAN OF PLUMBERS AND PIPEFITTERS UNION LOCAL 525 | LAS VEGAS, NV | Other NONE | 1,518 | $379.9M | $116K |
| LOEWS CORPORATION LOEWS CORPORATION CASH BALANCE RETIREMENT PLAN | NEW YORK, NY | Other NONE | 630 | $108.7M | $29K |