Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Funds Baird Aggregate Bond Fund in their Schedule of Assets, totaling $5.6M 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 | OHIO MACHINERY CO. OHIO CAT EMPLOYEES' RETIREMENT PLAN | BROADVIEW HEIGHTS OH | 298 | $47.3M | $4.1M |
| 2 | R&T ONE, INC. (DBA IRRESISTIBLE FOODS GROUP) KING'S HAWAIIAN 401(K) PLAN | GARDENA CA | 1,553 | $80.4M | $1.5M |
| 3 | POSITIVE BEHAVIOR SUPPORTS CORPORATION POSITIVE BEHAVIOR SUPPORTS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
STUART FL |
| 3,357 |
| $26.3M |
| $14K |