Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Aggregate Bond Fund Ins Pooled separate account in their Schedule of Assets, totaling $339K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN | FULTON NY | 525 | $18.3M | $333K |
| 2 | CAPITAL REALTY GROUP INC CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING VALLEY NY | 405 | $4.5M | $6K |
