Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Baird Aggregate Bond in their Schedule of Assets, totaling $23.8M 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 | DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK NY | — | $8.0B | $15.1M |
| 2 | GERMAIN MOTOR COMPANY GERMAIN RETIREMENT SECURITY SAVINGS PLAN | COLUMBUS OH | 1,548 | $59.7M | $2.6M |
| 3 | TRIANGLE BRICK COMPANY TRIANGLE BRICK COMPANY INCENTIVE SAVINGS AND RETIREMENT PLAN |
DURHAM NC |
| 278 |
| $21.5M |
| $1.7M |
| 4 | CAMERON REGIONAL MEDICAL CENTER, INC. CAMERON REGIONAL MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN | CAMERON MO | 266 | $8.6M | $886K |
| 5 | PINEHURST MEDICAL CLINIC, INC. PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | PINEHURST NC | 823 | $152.9M | $696K |
| 6 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $692K |
| 7 | AMERY REGIONAL MEDICAL CENTER AMERY HOSPITAL & CLINIC 403(B)PLAN | MINNEAPOLIS MN | 410 | $34.0M | $529K |
| 8 | GORMAN & COMPANY, LLC GORMAN 401(K) PLAN | OREGON WI | 602 | $35.8M | $482K |
| 9 | EDUCAUSE EDUCAUSE DC PLAN | BOULDER CO | 83 | $48.0M | $465K |
| 10 | PRECISION, INC. PRECISION, INC. 401(K) PLAN | PELLA IA | 789 | $48.1M | $319K |
