Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Baird Aggregate Bond Fund; Institutional Class in their Schedule of Assets, totaling $8.9M 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 | NIBCO INC. NIBCO INC. PROFIT SHARING & 401(K) SAVINGS PLAN | ELKHART IN | 1,051 | $144.8M | $7.3M |
| 2 | MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN | OMAHA NE | 113 | $89.4M | $983K |
| 3 | QUALITY LIQUID FEEDS, INC. |
DODGEVILLE WI |
| 352 |
| $38.8M |
| $399K |
| 4 | BROWN & RIDING INSURANCE SERVICES, INC. BROWN & RIDING INSURANCE SERVICES, INC. EMPLOYEES' 401(K) PLAN | LOS ANGELES CA | 412 | $56.3M | $265K |