Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Aggregate Bond Inst Fund Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $1.9M |
| 2 | CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN | ARCATA CA | 353 | $14.4M | $44K |
