Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Aggregate Bond Institutional Fund Mutual Fund in their Schedule of Assets, totaling $263K 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 | ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY, AACI 403(B) RETIREMENT PLAN | SAN JOSE CA | 255 | $17.5M | $200K |
| 2 | LOBAR, INC. LOBAR RETIREMENT PLAN | DILLSBURG PA | 254 | $28.2M | $63K |