Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Asset Management Baird Core Plus Bond Fund in their Schedule of Assets, totaling $1.3M 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 | JOHN MORIARTY & ASSOCIATES, INC. JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN | WINCHESTER MA | 424 | $104.8M | $606K |
| 2 | YAMAZEN, INC. YAMAZEN, INC. 401(K) SAVINGS PLAN | ELK GROVE VILLAGE IL | 153 | $14.9M | $449K |
| 3 | WORLDQUANT, LLC WORLDQUANT, LLC 401(K) SAVINGS AND RETIREMENT PLAN |
OLD GREENWICH CT |
| 323 |
| $103.1M |
| $185K |
| 4 | FRANKLIN MOUNTAIN MANAGEMENT, LLC FRANKLIN MOUNTAIN MANAGEMENT, LLC 401(K) PLAN | EL PASO TX | 647 | $15.7M | $15K |
