Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Baird Aggregate Bond Inst Mutual funds in their Schedule of Assets, totaling $11.9M 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 | MICHELS CORPORATION MICHELS CORPORATION 401(K) SAVINGS PLAN | BROWNSVILLE WI | 2,598 | $276.0M | $6.3M |
| 2 | B & H FOTO & ELECTRONICS CORP. B & H FOTO 401(K) RETIREMENT PLAN | NEW YORK NY | 2,288 | $128.4M | $1.8M |
| 3 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST |
RICHLAND WA |
| 392 |
| $56.2M |
| $1.1M |
| 4 | FISHER & PAYKEL HOLDINGS, INC. FISHER & PAYKEL HOLDINGS, INC. 401(K) PLAN | IRVINE CA | 326 | $45.4M | $782K |
| 5 | STIRLING PROPERTIES, LLC STIRLING PROPERTIES, LLC PROFIT SHARING PLAN | COVINGTON LA | 127 | $10.6M | $704K |
| 6 | MEDICAL MANAGEMENT RESOURCES, INC. MEDICAL MANAGEMENT RESOURCES INC 401K PROFIT SHARING PLAN | EAST SYRACUSE NY | 159 | $11.3M | $471K |
| 7 | WOW LOGISTICS COMPANY WOW LOGISTICS COMPANY 401(K) PLAN | NEENAH WI | 416 | $21.5M | $306K |
| 8 | GOODWIN MANAGEMENT, INC. GOODWIN MANAGEMENT, INC. 401(K) PLAN | AUSTIN TX | 501 | $5.0M | $223K |
| 9 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $199K |
| 10 | ITT INDUSTRIES HOLDINGS, INC. MICRO-MODE PRODUCTS, INC. 401(K) PLAN | STAMFORD CT | 148 | $13.0M | $12K |
