Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Baird Aggregate Bond Inst Fund in their Schedule of Assets, totaling $4.0M 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 | INDEPENDENT COMMUNITY BANKERS OF AMERICA INDEPENDENT COMMUNITY BANKERS OF AMERICA SAVINGS AND THRIFT PLAN | SAUK CENTRE MN | 279 | $63.1M | $3.2M |
| 2 | MIDWEST INDUSTRIES, INC. MIDWEST INDUSTRIES, INC. RETIREMENT INCOME SAVINGS PLAN | IDA GROVE IA | 245 | $22.9M | $526K |
| 3 | SUN LIFE FAMILY HEALTH CENTER, INC. |
CASA GRANDE AZ |
| 483 |
| $19.0M |
| $107K |
| 4 | HIGH BAR BRANDS OPERATING, LLC HIGH BAR BRANDS 401(K) PLAN | OWATONNA MN | 154 | $14.5M | $62K |
| 5 | TRESCAL, INC. TRESCAL, INC. EMPLOYEE 401(K) PLAN | HARTLAND MI | 492 | $45.0M | $43K |