Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Aggregate Bond Fund Mutual funds in their Schedule of Assets, totaling $2.3M 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 | AMERICAN RACING & ENTERTAINMENT, LLC AMERICAN RACING & ENTERTAINMENT, LLC 401(K) PLAN | NICHOLS NY | 722 | $13.4M | $1.9M |
| 2 | THE JAMES MONROE WIRE & CABLE CORP. THE JAMES MONROE WIRE & CABLE CORP. EMPLOYEES' PROFIT SHARING PLAN | SOUTH LANCASTER MA | 137 | $11.0M | $242K |
| 3 | TRINITY VALLEY SCHOOL |
FORT WORTH TX |
| 196 |
| $41.6M |
| $81K |