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 N/R in their Schedule of Assets, totaling $2.1M 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 | UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE 401(K) PARTNERSHIP PLAN | EDINA MN | 166 | $39.1M | $962K |
| 2 | CIELO, INC. CIELO, INC. 401(K) PLAN | WAUWATOSA WI | 1,017 | $63.5M | $699K |
| 3 | TWEET-GAROT MECHANICAL, INC. TWEET-GAROT MECHANICAL, INC. 401(K) PLAN |
DEPERE WI |
| 122 |
| $18.0M |
| $460K |