Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Asset Management Baird Aggregate Bond Fund Class Institutional in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $2.4M |
| 2 | DALB, INC. DALB, INC. 401(K) PROFIT SHARING PLAN | KEARNEYSVILLE WV | 176 | $12.5M | $713K |
| 3 | CIMCO RESOURCES, INC. CIMCO RESOURCES, INC. 401(K) PROFIT SHARING PLAN |
LOVES PARK IL |
| 161 |
| $11.1M |
| $7K |
