Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Aggregate Bond Fund Ins Registered Investment Company in their Schedule of Assets, totaling $4.1M 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 | CENTRAL PENINSULA HOSPITAL CENTRAL PENINSULA HOSPITAL RETIREMENT PLAN | SOLDOTNA AK | 1,231 | $113.0M | $2.1M |
| 2 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $1.8M |
| 3 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. |
ATLANTA GA |
| 4,480 |
| $92.2M |
| $89K |
| 4 | MOUNTRAIL BETHEL HOME MOUNTRAIL BETHEL HOME 403(B) RETIREMENT PLAN | STANLEY ND | 124 | $542K | $82K |
