Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered investment companies Baird Aggregate Bond Fund - in their Schedule of Assets, totaling $100.0M 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 | CARPENTERS PENSION TRUST FUND OF KANSAS CITY CARPENTERS PENSION TRUST FUND OF KANSAS CITY | KANSAS CITY MO | 6,530 | $1.5B | $100.0M |
| 2 | TAPESTRY MANAGEMENT SERVICES TAPESTRY MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST | STRATFORD CT | 384 | $6.6M | $5K |
