Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Baird Aggregate Bond Inst # in their Schedule of Assets, totaling $250.6M 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $127.9M |
| 2 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $60.8M |
| 3 | FIRST-CITIZENS BANK & TRUST COMPANY |
RALEIGH NC |
| 15,787 |
| $2.7B |
| $21.5M |
| 4 | UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE IN | 892 | $193.2M | $5.2M |
| 5 | CONNER & WINTERS, LLP CONNER & WINTERS 401(K) RETIREMENT PLAN | TULSA OK | 74 | $97.6M | $3.6M |
| 6 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $3.0M |
| 7 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY LEGACY 401(K) PLAN | RALEIGH NC | 669 | $363.3M | $2.7M |
| 8 | PLAYPOWER, INC. PLAYPOWER, INC. 401(K) RETIREMENT SAVINGS PLAN | MONETT MO | 1,300 | $72.5M | $2.4M |
| 9 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $2.1M |
| 10 | REEDSBURG AREA MEDICAL CENTER, INC. REEDSBURG AREA MEDICAL CENTER, INC. 401(K) PLAN | REEDSBURG WI | 615 | $89.1M | $2.0M |
