Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Aggr Bond Inst Mutual Fund N/A in their Schedule of Assets, totaling $1.8M 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 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $1.1M |
| 2 | SPINNAKER SUPPORT, LLC SPINNAKER SUPPORT 401(K) RETIREMENT PLAN | GREENWOOD VILLAGE CO | 157 | $16.8M | $496K |
| 3 | COLONY TIRE CORPORATION COLONY TIRE CORPORATION 401(K) PLAN |
EDENTON NC |
| 918 |
| $38.8M |
| $193K |