Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Aggregate Bond Institutional Mutual fund in their Schedule of Assets, totaling $6.9M 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 | PLZ CORP PLZ CORP 401(K) PROFIT SHARING PLAN & TRUST | DOWNERS GROVE IL | 1,215 | $73.8M | $5.0M |
| 2 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS | DALLAS TX | 492 | $60.9M | $977K |
| 3 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN |
SANTA ROSA CA |
| 912 |
| $103.9M |
| $854K |
| 4 | SHEPPARD PRATT HEALTH SYSTEM SHEPPARD PRATT HEALTH SYSTEM THRIFT PLAN | BALTIMORE MD | 2,535 | $31.9M | $115K |
| 5 | HALIFAX LINEN SERVICE, INC. HALIFAX LINEN SERVICE, INC. 401(K) PLAN | ROANOKE RAPIDS NC | 91 | $4.3M | $37K |
