Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Mid-Cap Growth Fund in their Schedule of Assets, totaling $3.7M 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 | BANK OZK BANK OZK 401(K) RETIREMENT SAVINGS PLAN | LITTLE ROCK AR | 2,922 | $293.8M | $2.4M |
| 2 | ADVANCED PHYSICAL THERAPY SERVICES, LTD. ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN | BLOOMINGTON IL | 71 | $11.3M | $1.0M |
| 3 | GROTE INDUSTRIES, INC. GROTE INDUSTRIES SAVINGS 401(K) AND SALARIED EMPLOYEES RETIREMENT PLAN |
MADISON IN |
| 342 |
| $62.8M |
| $166K |
| 4 | SHEBOYGAN SENIOR COMMUNITY SHEBOYGAN SENIOR COMMUNITY RETIREMENT SAVINGS PLAN | SHEBOYGAN WI | 180 | $3.2M | $134K |
| 5 | PHM BRANDS, LLC PHM BRANDS, LLC 401(K) RETIREMENT PLAN | DENVER CO | 123 | $5.5M | $3K |
