Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Aggregate Bond Inst Baird Aggregate Bond Inst ^ in their Schedule of Assets, totaling $7.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOLDT GROUP INC THE BOLDT COMPANY'S RETIREMENT PLAN | APPLETON WI | 743 | $146.1M | $5.6M |
| 2 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $924K |
| 3 | BRAKEBUSH BROTHERS, INC. |
WESTFIELD WI |
| 2,431 |
| $134.7M |
| $829K |
| 4 | STRATFORD HOMES LIMITED PARTNERSHIP STRATFORD HOMES 401(K) PLAN | STRATFORD WI | 131 | $7.4M | $163K |
| 5 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $142K |
