Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Mid Cap Inst. in their Schedule of Assets, totaling $135.0M 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 | MARATHON PETROLEUM COMPANY LP MARATHON PETROLEUM THRIFT PLAN | FINDLAY OH | 18,320 | $8.3B | $100.9M |
| 2 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $15.9M |
| 3 | SOUTHWORTH-MILTON INC MILTON CAT 401(K) PLAN |
MILFORD MA |
| 1,381 |
| $156.8M |
| $14.4M |
| 4 | PRAIRIE FARMS DAIRY, INC. PRAIRIE FARMS DAIRY, INC. 401(K) PLAN | EDWARDSVILLE IL | 1,393 | $33.3M | $2.2M |
| 5 | BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN PROFIT SHARING/401(K) PLAN | KAUKAUNA WI | 2,130 | $476.8M | $1.7M |
