Robert W. Baird & Co., Inc.'s EIN is 39-6037917.
Download the official 2024 Form 5500 (PDF) for Robert W. Baird & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert W. Baird & Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $419K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund N/R | Common Collective Trusts | — | — | $304.1M | 13.9% | |
| JP Morgan JPMorgan US Equity Fund N/R | Other securities | — | — | $219.9M | 10.1% | |
| MFS Growth Fund N/R | Mutual Funds | — | — | $180.5M | 8.3% | |
| T ROWE PRICE RTM 2040 TR CL F T ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $123.6M | 5.7% | |
| T ROWE PRICE RTM 2030 TR CL F T ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $122.4M | 5.6% | |
| T ROSE PRICE RTM 2050 TR CL F T ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $102.6M | 4.7% | |
| T ROWE PRICE RTM 2060 TR CL F T ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $75.1M | 3.4% | |
| Vanguard Fed Money Market Investor Fund N/R | Mutual Funds | — | — | $63.1M | 2.9% | |
| Baird Mid Cap Growth Fund N/R | Other securities | — | — | $60.6M | 2.8% | |
| MORLEY STBL VAL CL 15-III FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $56.7M | 2.6% | |
| Fund Diamond Hill Large Cap Fund N/R | Other securities | — | — | $55.8M | 2.6% | |
| Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $52.9M | 2.4% | |
| Fund Neuberger Berman Mid Cap Growth Fund N/R | Other securities | — | — | $50.8M | 2.3% | |
| MFS International Intrinsic Value Fund N/R | Mutual Funds | — | — | $46.9M | 2.1% | |
| American Funds EuroPacific Growth Fund N/R | Mutual Funds | — | — | $44.2M | 2.0% | |
| T ROWE PRICE RTM 2020 TR CL F T ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $37.5M | 1.7% | |
| Chautauqua Global Growth Fund N/R | Other securities | — | — | $36.8M | 1.7% | |
| Chautauqua International Growth Fund N/R | Other securities | — | — | $32.4M | 1.5% | |
| Harbor Small Cap Value Fund N/R | Other securities | — | — | $31.2M | 1.4% | |
| MFS Mid Cap Value Fund N/R | Mutual Funds | — | — | $29.9M | 1.4% | |
| s * Baird Core Plus I Bond Fund N/R | Mutual Funds | — | — | $29.8M | 1.4% | |
| MFS New Discovery Fund N/R | Mutual Funds | — | — | $28.8M | 1.3% | |
| Vanguard FTSE All World US Index Fund N/R | Common Collective Trusts | — | — | $28.1M | 1.3% | |
| GQG Partners Emerging Markets Equity N/R | Other securities | — | — | $27.0M | 1.2% | |
| RiverFront Asset Allocation Growth & N/R | Other securities | — | — | $24.9M | 1.1% | |
| Income * Baird Short Term Bond Fund N/R | Other securities | — | — | $24.3M | 1.1% | |
| Baird Small/Mid Cap Growth Fund N/R | Other securities | — | — | $24.3M | 1.1% | |
| Baird Equity Opportunity Fund N/R | Other securities | — | — | $24.2M | 1.1% | |
| Baird Intermediate Bond I Fund N/R | Other securities | — | — | $22.6M | 1.0% | |
| Vanguard Short-Term Investment Grade N/R | Mutual Funds | — | — | $21.6M | 1.0% | |
| Metropolitan West Total Return Bond Fund N/R | Other securities | — | — | $21.0M | 1.0% | |
| Baird Aggregate Bond Fund N/R | Other securities | — | — | $20.5M | 0.9% | |
| Baird Ultra Short Bond Fund N/R | U.S. Treasuries | — | — | $19.2M | 0.9% | |
| T ROWE PRICE RTM 2010 TR CL F T ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.3% | |
| T ROWE PRICE RTMT BAL TR CL F T ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.3% | |
| Participant Loans Interest rates: 3.50% - 6.50% $0 | Bonds / Notes | — | — | $104K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
