Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baird MidCap Inst Fund in their Schedule of Assets, totaling $19.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORIGIN BANCORP, INC. ORIGIN BANCORP, INC. EMPLOYEE RETIREMENT PLAN | RUSTON LA | 1,031 | $112.7M | $5.9M |
| 2 | SOUTHERN PIPE & SUPPLY CO., INC. SOUTHERN PIPE & SUPPLY CO., INC. 401(K) RETIREMENT SAVINGS PLAN | MERIDIAN MS | 1,114 | $100.9M | $5.3M |
| 3 | METSO USA INC. METSO RETIREMENT SAVINGS PLAN |
BROOKFIELD WI |
| 876 |
| $280.0M |
| $4.8M |
| 4 | VAN HORN AUTOMOTIVE GROUP, INC. VAN HORN AUTOMOTIVE GROUP 401(K) PLAN | PLYMOUTH WI | 690 | $27.0M | $1.9M |
| 5 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) ASHA 401(K) PLAN | ROCKVILLE MD | 317 | $81.2M | $1.2M |
| 6 | WISCONSIN BUILT, INC. WISCONSIN BUILT 401(K) SAVINGS PLAN | DEERFIELD WI | 175 | $14.6M | $637K |
| 7 | HY CITE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN OF HY CITE ENTERPRISES, LLC | MIDDLETON WI | 402 | $53.8M | $22K |
