Standard Insurance
Baron Partners Fund Institutional Shares
Ticker BPTIX · Mutual fund · Share class: Class Instl
Matched by tickerAll StanCorp (Meiji Yasuda) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
20
5 with $250K or more
Dollars held
$33.7M
69,842 of 69,862 plans with fund lines hold none
Median per plan
$127K
Share of their fund dollars
<0.1%
Other share classes of this fund
Cost tiers are not known for enough of these classes to compare.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)BPTIX | Low cost | 20 | $33.7M |
| Baron Partners Fund Retail SharesBPTRX | Not stated | 1 | $192K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$36.3M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (3 plans)
| Plan | Year-end value |
|---|---|
| Ares Retirement Savings Plan$250M-$1B | $33.3M |
| Renaissance Financial Corporation 401(k) Profit Sharing Plan & Trust$5M-$50M | $2.4M |
| O'Neill Vintners & Distillers 401(k) Plan$5M-$50M | $522K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Baron Partners Fund Institutional Shares
The largest 10 plans in each list.
| Automationdirect.com 401(k) Plan$131M plan · Automationdirect.com Inc., GA · Fidelity (FMR) | $16.7M |
| Houston Radiology Associated Profit Sharing Plan$133M plan · Houston Radiology Associated, TX · Fidelity (FMR) | $6.5M |
| Fidelity Retirement Savings Plan$40.9B plan · FMR LLC, MA · Fidelity (FMR) | $4.0M |
| Sandberg, Phoenix & Von Gontard P.C. Savings Plan$92.9M plan · Sandberg, Phoenix & Von Gontard P.C, MO · Vanguard | $2.8M |
| Gertrude Hawk Chocolates 401(k) Plan$25.9M plan · Gertrude Hawk Brands, Inc., PA · Principal | $1.3M |
| Elm Street Development, Inc. 401(k) PS Plan$58.6M plan · Elm Street Development, VA · Newport Group | $1.1M |
| Unwired Broadband Holdings 401(k) Plan$12.9M plan · Unwired Broadband Holdings, CA · T. Rowe Price | $227K |
| Coler Healthcare 401(k) Plan$9.2M plan · Coler Healthcare, Ltd., OH · Fidelity (FMR) | $226K |
| Ark Systems, Inc. Profit Sharing 401(k) Plan$15.2M plan · Ark Systems, Inc., MD · Coastal Pension Services | $131K |
| Rad Source Technologies, Inc. 401(k) Plan$8.1M plan · Rad Source Technologies, Inc., GA · Fidelity (FMR) | $127K |
Plans whose filed schedule lists Baron Partners Fund Institutional Shares.
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How the filings spell it
No other spellings recorded.