BARON FUNDS
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
12
Active participants
9,991
Total plan assets
$283.2M
Filings (rows)
12
Direct comp
$0
Indirect comp
$0
SERVICES PROVIDED
Other12
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| BARON OPPR INST | 1 |
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT, WA | Other NONE | 81 | $35.0M | $0 |
| KWPH ENTERPRISES DBA AMERICAN AMBULANCE AMERICAN AMBULANCE 401(K) RETIREMENT PLAN | FRESNO, CA | Other NONE | 691 | $29.6M | $0 |
| DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS, TN | Other NONE | 573 | $28.8M | $0 |
| REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT, WA | Other NONE | 72 | $28.5M | $0 |
| LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE, PA | Other NONE | 230 | $25.6M | $0 |
| LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE, PA | Other NONE | 221 | $25.5M | $0 |
| LIFT-ALL COMPANY INC LIFT-ALL COMPANY, INC. PROFIT SHARING PLAN | LANDISVILLE, PA | Other NONE | 232 | $24.2M | $0 |
| REID MIDDLETON INC REID MIDDLETON, INC. 401(K) RETIREMENT PLAN | EVERETT, WA | Other NONE | 76 | $23.4M | $0 |
| DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS, TN | Other NONE | 2,165 | $23.2M | $0 |
| DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS, TN | Other NONE | 2,757 | $17.6M | $0 |
| DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS, TN | Other NONE | 2,537 | $17.1M | $0 |
| MERCY SHIPS 403(B) RETIREMENT PLAN OF MERCY | LINDALE, TX | Other NONE | 356 | $4.7M | $0 |