Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Baird Aggregate Bond Fund Class Institutional Mutual fund in their Schedule of Assets, totaling $10.2M 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 | ENTERPRISE FINANCIAL SERVICES CORP EFSC INCENTIVE SAVINGS PLAN | CLAYTON MO | 1,251 | $189.2M | $5.5M |
| 2 | SSMD VASCULAR SOLUTIONS, LLC MVS 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 173 | $20.9M | $1.9M |
| 3 | CARVER COMPANIES CARVER COMPANIES PROFIT SHARING/401(K) PLAN |
COEYMANS NY |
| 369 |
| $41.3M |
| $1.4M |
| 4 | VERSITI, INC. VERSITI, INC. 401(K) RETIREMENT PLAN | MILWAUKEE WI | 2,760 | $166.1M | $1.1M |
| 5 | HAGERMAN CONSTRUCTION CORPORATION THE HAGERMAN GROUP 401(K) PLAN | FORT WAYNE IN | 201 | $17.7M | $297K |
| 6 | OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. THE 401(A) PROFIT SHARING PLAN OF OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. | BURLINGTON TOWNSHIP NJ | 702 | $7.3M | $52K |
| 7 | CONSENSYS SOFTWARE INC. CONSENSYS SOFTWARE INC. 401(K) PLAN | FORT WORTH TX | 291 | $11.5M | $41K |
| 8 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION | METAIRIE LA | 253 | $13.0M | $10K |
| 9 | MANOS USA LLC MANOS USA LLC 401(K) PROFIT SHARING PAN & TRUST | — | 91 | $4.8M | $10K |
