Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Baird Baird Aggregate Bond Institutional in their Schedule of Assets, totaling $38.0M 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 | LG ELECTRONICS USA, INC. LG ELECTRONICS RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 3,125 | $450.5M | $18.4M |
| 2 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $7.0M |
| 3 | DRURY UNIVERSITY DRURY UNIVERSITY 403(B) RETIREMENT PLAN |
SPRINGFIELD MO |
| 793 |
| $82.3M |
| $4.7M |
| 4 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $2.3M |
| 5 | WEBSTERROGERS, LLP WEBSTERROGERS LLP 401(K) PLAN & TRUST | FLORENCE SC | 117 | $23.7M | $1.8M |
| 6 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MAUMEE OH | 121 | $24.8M | $1.2M |
| 7 | EBENEZER SOCIETY EBENEZER SOCIETY 401(K) PROFIT-SHARING PLAN | EDINA MN | 4,870 | $64.4M | $899K |
| 8 | ZIM AIRCRAFT CABIN SOLUTIONS ZIM AIRCRAFT CABIN SOLUTIONS 401(K) PLAN | GREENSBORO NC | 244 | $25.5M | $688K |
| 9 | CAIRN UNIVERSITY CAIRN UNIVERSITY 403(B) PLAN | LANGHORNE PA | 324 | $20.8M | $445K |
| 10 | EBENEZER SOCIETY EBENEZER SOCIETY 403B THRIFT PLAN | EDINA MN | 1,626 | $17.7M | $339K |