Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Aggregate Bond Fd Inst in their Schedule of Assets, totaling $10.0M 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 | TRUSTEES -OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY F OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND | PEWAUKEE WI | 9,375 | $59.7M | $8.6M |
| 2 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN MO-KAN IRON WORKERS ANNUITY FUND | KANSAS CITY MO | 2,403 | $246.7M | $1.4M |