Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Baird Short-term Bond Fund Institutional Class in their Schedule of Assets, totaling $37.0M 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 | NTT DATA AMERICAS, INC. NTT DATA AMERICAS 401(K) PLAN | PLANO TX | 13,172 | $2.7B | $19.2M |
| 2 | BD OF TRUSTEES LABORERS' METRO HEALTH CARE FUND LABORERS' METROPOLITAN DETROIT HEALTH CARE FUND | LANSING MI | 1,705 | $83.8M | $11.5M |
| 3 | FIRST AMERICAN BANK CORPORATION |
ELK GROVE VILLAGE IL |
| 879 |
| $197.8M |
| $2.8M |
| 4 | JOSEPH P. FAZZIO ORGANIZATION, LLC JOSEPH P. FAZZIO ORGANIZATION, LLC CASH BALANCE PENSION PLAN | GLASSBORO NJ | 118 | $3.4M | $1.6M |
| 5 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $1.1M |
| 6 | PINE RIVER DOMESTIC MANAGEMENT L.P. PINE RIVER DOMESTIC MANAGEMENT 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 32 | $39.9M | $401K |
| 7 | COMBINED WELLNESS ACQUISITION CO. AND SUBSIDIARIES COMBINED WELLNESS 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 1,019 | $30.8M | $241K |
| 8 | G & S COMMUNICATIONS INC. GIBBS & SOELL, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 165 | $31.6M | $160K |
| 9 | TEXAS TRUCK CENTER OF HOUSTON KYRISH TRUCK CENTERS 401(K) PLAN | HOUSTON TX | 3 | $6.1M | $49K |
| 10 | LIFT SOLUTIONS HOLDINGS, LLC LIFT SOLUTIONS HOLDINGS, LLC 401(K) PROFIT SHARING | NEENAH WI | 443 | $16.1M | $31K |
