Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies: Shares Baird Short Term Bond Fund in their Schedule of Assets, totaling $3.1M 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 | JOINT BOARD OF TRUSTEES PLUMBERS UNION LOCAL 55 H&W PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN | BROOKLYN HEIGHTS OH | 515 | $18.0M | $3.1M |
