Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Baird Short-term Bond Inst in their Schedule of Assets, totaling $22.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN | ALBUQUERQUE NM | 214 | $31.6M | $7.5M |
| 2 | PIPE TRADES INDUSTRY HEALTH AND WELFARE PLAN PIPE TRADES INDUSTRY HEALTH AND WELFARE PLAN | TERRE HAUTE IN | 2,487 | $89.9M | $4.7M |
| 3 | BUIST ELECTRIC, INC. |
BYRON CENTER MI |
| 473 |
| $78.6M |
| $3.3M |
| 4 | SILTRONIC CORPORATION SILTRONIC CORPORATION PENSION PLAN | PORTLAND OR | 142 | $105.2M | $2.3M |
| 5 | LEE ENTERPRISES, INC. LEE ENTERPRISES, INC. EMPLOYEES RETIREMENT ACCOUNT PLAN | DAVENPORT IA | 3,158 | $441.6M | $1.6M |
| 6 | METRO METALS NORTHWEST, INC. METRO METALS NORTHWEST, INC. 401(K) PLAN | PORTLAND OR | 361 | $31.2M | $1.1M |
| 7 | CAMBRIDGE INTERNATIONAL SYSTEMS CAMBRIDGE INTERNATIONAL SYSTEMS, INC. 401(K) PLAN | ARLINGTON VA | 146 | $22.0M | $330K |
| 8 | SCHEFFEL & COMPANY, P.C. SCHEFFEL BOYLE 401(K) PROFIT SHARING PLAN | ALTON IL | 92 | $38.0M | $220K |
| 9 | BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA FL | 427 | $9.6M | $197K |
| 10 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $183K |
