Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Short-Term Bond Fund Inst in their Schedule of Assets, totaling $174K 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 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 357 | $42.7M | $173K |
| 2 | SPECIAL PEOPLE IN NORTHEAST, INC. SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN | PHILADELPHIA PA | 1,072 | $50.7M | $2K |