Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Baird Aggregate Bond-Institutional in their Schedule of Assets, totaling $22.1M 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 | COMMUNITY FIRST CREDIT UNION COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | APPLETON WI | 474 | $97.9M | $12.6M |
| 2 | BOARD OF TRUSTEES OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 204 PEN OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 204 PENSION FD | MADISON WI | 291 | $63.8M | $6.4M |
| 3 | LA JOLLA COUNTRY DAY SCHOOL |
LA JOLLA CA |
| 249 |
| $91.8M |
| $966K |
| 4 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $667K |
| 5 | CBE COMPANIES, INC. CBE COMPANIES 401(K) RETIREMENT PLAN | CEDAR FALLS IA | 542 | $16.0M | $401K |
| 6 | LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 129 | $52.9M | $304K |
| 7 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN | SANTA ROSA CA | 109 | $36.1M | $277K |
| 8 | CREATIVE FOOD INGREDIENTS, INC. CREATIVE FOOD INGREDIENTS, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | PERRY NY | 301 | $12.2M | $252K |
| 9 | VIRGINIA MARBLE MANUFACTURERS VIRGINIA MARBLE MANUFACTURERS 401(K) PROFIT SHARING PLAN | KENBRIDGE VA | 161 | $4.4M | $191K |
| 10 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY ST. JOHNSBURY ACADEMY 403(B) RETIREMENT PLAN | SAINT JOHNSBURY VT | 224 | $41.5M | $74K |
