Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Funds Baird Aggregate Bond Inst in their Schedule of Assets, totaling $3.6M 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 | MAPLE ISLAND, INC./F.H. STOLTZE LAND & LUMBER CO. MAPLE ISLAND, INC./F.H. STOLTZE 401(K) SAVINGS PLAN | NORTH ST. PAUL MN | 151 | $25.8M | $1.2M |
| 2 | TCW ADMIN, INC. TCW RETIREMENT PLAN | NASHVILLE TN | 520 | $19.5M | $1.2M |
| 3 | MARQUETTE ASSOCIATES, INC. MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN |
CHICAGO IL |
| 141 |
| $40.5M |
| $1.0M |
| 4 | DIRECT DISTRIBUTORS, INC. DIRECT DISTRIBUTORS, INC. 401(K) PLAN | GARNER NC | 280 | $11.9M | $207K |