Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Aggregate Bd Inst Mutual fund in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOY CONE CO. JOY CONE CO. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,230 | $142.2M | $5.3M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $4.0M |
| 3 | KENT WATER SPORTS HOLDINGS, LLC KENT WATER SPORTS HOLDINGS, LLC EMPLOYEES' 401(K) PLAN | NEW LONDON OH | 361 | $14.0M | $2.2M |
| 4 | PENNENERGY RESOURCES, LLC PENNENERGY RESOURCES, LLC 401(K) PLAN | CRANBERRY TOWNSHIP PA | 127 | $27.3M | $990K |
