Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Ultra Short Bond Fund Mutual Fund 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.
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 | KLJ SOLUTIONS HOLDING CO. KLJ SOLUTIONS CO EMPLOYEE STOCK OWNERSHIP PLAN | BISMARCK ND | 552 | $92.4M | $1.2M |
| 2 | THE CITIZENS BANK CITIZENS BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | FARMINGTON NM | 84 | $24.0M | $713K |
| 3 | THE ALLOY ENGINEERING COMPANY |
BEREA OH |
| 173 |
| $11.0M |
| $6K |
