Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Aggregate Bond Class Institutional Mutual fund in their Schedule of Assets, totaling $7.9M 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 | ANDIS COMPANY ANDIS COMPANY 401(K) | STURTEVANT WI | 404 | $44.5M | $7.8M |
| 2 | EPIC CONSOLIDATED OPERATIONS, LLC EPIC CONSOLIDATED OPERATIONS, LLC 401(K) PLAN | SAN ANTONIO TX | 215 | $18.3M | $102K |
| 3 | TRULAND EQUIPMENT, LLC TRULAND EQUIPMENT, LLC 401(K) PLAN |
VAN WERT OH |
| 460 |
| $44.7M |
| $4K |
| 4 | DIMOCK COMMUNITY FOUNDATION DIMOCK COMMUNITY FOUNDATION 403(B) PLAN | ROXBURY MA | 483 | $13.1M | $1K |
