Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baird Short-Term Bond Inst Mutual fund in their Schedule of Assets, totaling $3.7M 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 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $2.0M |
| 2 | BOARD OF TRUSTEES, CEMENT MASONS LOCAL NO. 524 PENSION PLAN CEMENT MASONS LOCAL NO. 524 PENSION PLAN | INDIANAPOLIS IN | 74 | $3.9M | $675K |
| 3 | SV-DVF HOLDINGS, LLC |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $363K |
| 4 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $309K |
| 5 | COFFEE REGIONAL MEDICAL CENTER COFFEE REGIONAL MEDICAL CTR INC EMPLOYEE SAVINGS & RETIREMENT | DOUGLAS GA | 1,171 | $57.1M | $259K |
| 6 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $44K |
