Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Aggregate Bond Inst (1) in their Schedule of Assets, totaling $12.6M 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 | MATTHEWS INTERNATIONAL CORPORATION MATTHEWS INTERNATIONAL CORPORATION 401(K) PLAN | PITTSBURGH PA | 3,932 | $353.4M | $11.4M |
| 2 | AURORA CASKET COMPANY, LLC AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) PLAN | AURORA IN | 168 | $10.1M | $999K |
| 3 | ACTION-HOUSING, INC. |
PITTSBURGH PA |
| 94 |
| $4.2M |
| $182K |