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 Inst in their Schedule of Assets, totaling $1.6M 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 | BIL-JAX, INC. HAULOTTE BIL-JAX RETIREMENT SAVINGS INVESTMENT PLAN | ARCHBOLD OH | 289 | $13.7M | $1.1M |
| 2 | THE ATLANTA BOTANICAL GARDEN, INC. THE ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN | ATLANTA GA | 199 | $8.1M | $330K |
| 3 | RMS LIFELINE INC |
DEERFIELD IL |
| 348 |
| $21.8M |
| $186K |
| 4 | KIN INSURANCE KIN INSURANCE RETIREMENT SAVINGS PLAN | CHICAGO IL | 679 | $20.9M | $24K |
