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 in their Schedule of Assets, totaling $3.0M 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 | AMERICAN ORTHODONTICS CORPORATION AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN | SHEBOYGAN WI | 676 | $80.4M | $1.5M |
| 2 | FAIRVIEW RANGE REGIONAL HEALTH SERVICES FAIRVIEW RANGE REGIONAL HEALTH SERVICES 403B PLAN | HIBBING MN | 1,084 | $82.9M | $631K |
| 3 | SAMFORD UNIVERSITY |
BIRMINGHAM AL |
| 1,596 |
| $127.0M |
| $427K |
| 4 | ERIKSON INSTITUTE ERIKSON INSTITUTE DC RETIREMENT PLAN | CHICAGO IL | 230 | $43.3M | $402K |
