Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Baird Baird Aggregate Bond Fund Class Institutional in their Schedule of Assets, totaling $9.9M 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 | CHAMPION HOME BUILDERS, INC. CHAMPION HOME BUILDERS, INC. 401(K) SAVINGS PLAN | TROY MI | 8,644 | $164.1M | $5.8M |
| 2 | UCC HOLDCO, LLC THE 401(K) PLAN OF UCC HOLDCO, LLC | WAUKEGAN IL | 257 | $99.2M | $1.5M |
| 3 | NATURAL RESOURCES DEFENSE COUNCIL, INC. NATURAL RESOURCES DEFENSE COUNCIL TAX DEFERRED ANNUITY RETIREMENT PLAN |
NEW YORK NY |
| 656 |
| $226.2M |
| $731K |
| 4 | JOHNSON, O'HARE COMPANY, INC. JOHNSON, O'HARE COMPANY 401(K) PLAN | BILLERICA MA | 552 | $51.1M | $612K |
| 5 | ORNDORFF & SPAID, INC. ORNDORFF & SPAID, INC. PROFIT SHARING PLAN & TRUST | BELTSVILLE MD | 150 | $18.5M | $395K |
| 6 | APEX CAPITAL CORP APEX CAPITAL CORP 401(K) PLAN | FORT WORTH TX | 394 | $38.2M | $357K |
| 7 | VIRGINIA WOMENS CENTER, INC. VIRGINIA WOMEN'S CENTER, INC. 401(K) PLAN | RICHMOND VA | 354 | $48.3M | $200K |
| 8 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $134K |
| 9 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $64K |
| 10 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $59K |
