Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Funds in their Schedule of Assets, totaling $24.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAC SERVICES, LLC RETIREMENT SAVINGS PLAN OF FLAD AFFILIATED CORP. | MADISON WI | 1,399 | $383.7M | $10.7M |
| 2 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY LLP CASH BALANCE PENSION PLAN | NEW YORK NY | 89 | $41.8M | $8.7M |
| 3 | BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS |
AMARILLO TX |
| 2,531 |
| $94.5M |
| $5.0M |
| 4 | HIGH REACH COMPANY, LLC HIGH REACH COMPANY, LLC RETIREMENT SAVINGS PLAN | SANFORD FL | 4 | $9.4M | $173K |
| 5 | PEOPLES SAVINGS BANK OF RHINELAND PEOPLES SAVINGS BANK OF RHINELAND 401(K) PLAN | HERMANN MO | 103 | $7.9M | $2K |
