BAIRD FUNDS
197 known aliases resolved via the canonical alias map
Market position · 2024
Plans served184+1 YoYRank #126 of mapped providers
Assets under administration$99.8B0.1%Market share · rank #142
Fees received$9MMedian $33,274/planSum across Schedule C direct + indirect
Net wins YoY+532 won · 27 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BAIRD FUNDS plan look like?
Service mix · median fees per plan
Count of plans where BAIRD FUNDS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Named fiduciary; Investment advisory (plan); Consulting feesCode 27 | 76 | $36,148 | |
Shareholder servicing fees; Investment managementCode 28 | 23 | $60,000 | |
Securities brokerage commissions and fees; Account maintenance fees; Investment advisory (participants); Direct payment from the planCode 26 | 15 | $14,593 | |
Other services; Other feesCode 49 | 15 | $7,960 | |
Other commissionsCode 55 | 11 | $42,825 | |
Securities brokerage commissions and fees; Securities brokerage; Investment advisory (plan); Consulting fees; Consulting (general); Other servicesCode 16 | 10 | $61,983 | |
Employee (plan); Direct payment from the planCode 30 | 8 | $39,542 | |
Legal; Direct payment from the planCode 29 | 6 | $29,572 |
Competitor overlap
Percent of BAIRD FUNDS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BAIRD FUNDS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUNDNY · 133073165-002 | COLLERAN, O'HARA & MILLS LLP | $590M |
BOARD OF TRUSTEES STEAMFITTERS INDUSTRY PENSION FUNDNY · 136149680-001 | JOSEPH W. MCCARTHY & ASSOCIATES | $461M |
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557MD · 526118055-001 | BENEFITS ADMINISTRATION CORPORATION | $213M |
STRAND ASSOCIATES, INC.WI · 391020418-002 | BMO HARRIS BANK NA | $190M |
DAISY BRAND, LLCTX · 800595003-001 | NATIONWIDE | $155M |
HEALTHSTREAM, INC.TN · 621443555-001 | THE VANGUARD GROUP, INC. | $99M |
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND BOARD OF TRUSTEESOH · 341427588-001 | JASON UNDERWOOD CPA, PLLC | $55M |
4FRONT ENGINEERED SOLUTIONS, INC.TX · 390866333-001 | NATIONWIDE | $43M |
ABO LEASING CORPORATIONIN · 274279358-001 | LPL FINANCIAL | $41M |
INGRAM ENTERTAINMENT INC.TN · 621651556-001 | STRATEGIC ADVISORS, INC. | $35M |
Plans lost in 2024
Appeared last year under BAIRD FUNDS; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $4.5B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | US REAL ESTATE INVESTMENT FUND LLC | $1.7B |
BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLANNJ · 136212879-001 | PIERSON FERDINAND | $509M |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $470M |
ING FINANCIAL SERVICES LLCNY · 133713590-002 | BAIRD INSURANCE SERVICES INC | $403M |
ALLIANCE LAUNDRY SYSTEMS, LLCWI · 391927923-003 | FIDUCIENT ADVISORS LLC | $178M |
J.F. TAYLOR, INC.MD · 521397047-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $121M |
STAKEHOLDER PAYROLL SERVICES, LLCKY · 260588250-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $114M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $149,034 | 10y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $645,731 | 10y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $183,934 | 1y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $42,426 | 2y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $3,658 | 2y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $33,717 | 2y | - |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $0 | 3y | - |
WEC ENERGY GROUP, INC.WI · 391391525-031 | $2.0B | 5,066 | $13,558 | 10y | - |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | $1.9B | 33,742 | $120,280 | 9y | - |
HARLEY-DAVIDSON MOTOR COMPANY, INCWI · 391972791-001 | $1.9B | 7,834 | $284,838 | 3y | 1 |
Flag exposure
86.4%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (197)
Raw Schedule C names collapsed into BAIRD FUNDS.
- 400 ROBERT ST
- BAIRD FUNDS
- BAIRD FUNDS INC
- BAIRD FUNDS INC. C/O U.S. BANCORP
- BAIRD FUNDS INC.C/O U.S. BANCORP FU
- BAIRD FUNDS, INC
- BAIRD FUNDS, INC.
- BARID FUNDS
- G. ROBERT COLLIER, JR.
- ROBERT A BOHRER
- ROBERT A COCO
- ROBERT A DAVIS
- ROBERT A KLEIN
- ROBERT A PAURO
- ROBERT A. COCO
- ROBERT B FAKHIMI
- ROBERT B. BURKE
- ROBERT B. FAKHIMI
- ROBERT BAIRD
- ROBERT BAIRD & CO
- ROBERT BAIRD & CO INC
- ROBERT BASS
- ROBERT BENETT
- ROBERT BENNETT
- ROBERT BLAIR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BAIRD FUNDS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 1.63% | 7.76% | -6.13 pp |
| Fidelity bond gap | 5 | 2.72% | 26.94% | -24.22 pp |
| Late contributions | 32 | 17.39% | 1.71% | +15.68 pp |
| Failed to provide benefit | 4 | 2.17% | 0.14% | +2.04 pp |
| Corrective distributions | 36 | 19.57% | 1.76% | +17.81 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BAIRD FUNDS. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).