Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Short-term Bond Institutional # in their Schedule of Assets, totaling $9.2M 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 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE KY | 2,345 | $168.7M | $7.4M |
| 2 | FOUNDERS FEDERAL CREDIT UNION FOUNDERS FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | LANCASTER SC | 846 | $138.2M | $1.8M |
| 3 | HYOSUNG HICO, LTD HYOSUNG HICO LTD 401(K) PLAN |
MEMPHIS TN |
| 363 |
| $5.8M |
| $35K |