Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BAIRD AGGR BOND INST in their Schedule of Assets, totaling $78.0M 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 | BECTON, DICKINSON & COMPANY BD DEFINED CONTRIBUTION PLAN MASTER TRUST | FRANKLIN LAKES NJ | 0 | $5.8B | $73.4M |
| 2 | THRALL ENTERPRISES, INC. THRALL ENTERPRISES, INC. EMPLOYEE SAVINGS PLAN | CHICAGO IL | 358 | $79.8M | $3.2M |
| 3 | HEARTLAND HOME SERVICES, INC. |
GRAND RAPIDS MI |
| 2,082 |
| $79.8M |
| $1.2M |
| 4 | KINETIC PHYSICAL THERAPY AND WELLNESS, INC KINETIC PHYSICAL THERAPY AND WELLNESS 401(K) PLAN | GREENVILLE NC | 284 | $6.2M | $212K |
| 5 | HUB FOLDING BOX COMPANY, INC. GPA GLOBAL AND ITS US SUBSIDIARIES 401(K) PLAN | MANSFIELD MA | 321 | $14.3M | $4K |
| 6 | HUB FOLDING BOX COMPANY, INC. HUB FOLDING BOX COMPANY UNION MEMBERS 401(K) SAVINGS PLAN | MANSFIELD MA | 120 | $7.7M | $108 |