Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird SH TM Bond IS Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $1.8M |
| 2 | EWING MARION KAUFFMAN FOUNDATION EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM | KANSAS CITY MO | 95 | $46.0M | $1.2M |
| 3 | FARMERS AUTOMOBILE INSURANCE ASSOCIATION |
PEKIN IL |
| 689 |
| $119.4M |
| $273K |
| 4 | MG ENGINEERING DPC MG ENGINEERING DPC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 194 | $22.0M | $11K |