Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Short-Term Bond Fund Institutional in their Schedule of Assets, totaling $16.2M 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 | PLUMBERS & STEAMFITTERS LOCAL 400 PLUMBERS & STEAMFITTERS LOCAL 400 & MCA NORTH CENT WISCONSIN HEALTH & WELFARE PLAN | KAUKAUNA WI | 1,960 | $73.8M | $9.8M |
| 2 | VAN ANDEL RESEARCH INSTITUTE VAN ANDEL INSTITUTE RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 506 | $115.3M | $3.6M |
| 3 | ALSCO INC. |
SALT LAKE CITY UT |
| 5,380 |
| $345.8M |
| $2.4M |
| 4 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 344 | $58.3M | $238K |
| 5 | LOCAL 422 HEALTH & WELFARE FUND TEAMSTERS LOCAL UNION NO. 422 WELFARE FUND | CLEVELAND OH | 28 | $1.2M | $147K |