Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Aggregate Bond Instl in their Schedule of Assets, totaling $2.5M 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 | ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE LEGACY ERISA 403(B) PLAN | ST LOUIS MO | 519 | $68.2M | $2.2M |
| 2 | ALIGNED EQUITY PARTNERS, LLC ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN | FRANKLIN TN | 122 | $10.5M | $281K |
| 3 | CAHEC MANAGEMENT, INC. |
RALEIGH NC |
| 481 |
| $9.3M |
| $63K |
| 4 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 AREA 204 SUPP RET PLAN OPERATIVE PLASTERERS & CEMENT MASONS LOC 599 RT PL | MADISON WI | 149 | $2.3M | $8K |