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 Instl Mutual Funds in their Schedule of Assets, totaling $2.0M 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 | MASTEC, INC. THE MASTEC, INC. 401(K) RETIREMENT PLAN | CORAL GABLES FL | 23,943 | $736.0M | $1.6M |
| 2 | BOLD ORANGE COMPANY, LLC BOLD ORANGE 401(K) PLAN | MINNEAPOLIS MN | 125 | $10.2M | $393K |
| 3 | BURK ROYALTY CO., LTD. BURK ROYALTY CO. , LTD 401(K) PLAN |
WICHITA FALLS TX |
| 293 |
| $23.5M |
| $25K |