Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Baird Baird Core Plus Bond Fund Inst in their Schedule of Assets, totaling $8.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTER FOR CREATIVE LEADERSHIP CENTER FOR CREATIVE LEADERSHIP RETIREMENT SAVINGS PLAN | GREENSBORO NC | 485 | $184.9M | $4.4M |
| 2 | XAVIER UNIVERSITY XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CINCINNATI OH | 1,871 | $410.6M | $1.3M |
| 3 | THE LOVETT SCHOOL, INC. |
ATLANTA GA |
| 837 |
| $125.7M |
| $1.2M |
| 4 | UNIVERSITY OF MOUNT OLIVE UNIVERSITY OF MOUNT OLIVE 401(K) PLAN | MOUNT OLIVE NC | 186 | $28.1M | $696K |
| 5 | PROVIDENCE DAY SCHOOL, INC PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN | CHARLOTTE NC | 404 | $76.3M | $289K |
| 6 | CLAFLIN UNIVERSITY CLAFLIN UNIVERSITY DC RETIREMENT PLAN | ORANGEBURG SC | 261 | $32.9M | $135K |
| 7 | ORDWAY CENTER FOR THE PERFORMING ARTS ORDWAY CENTER FOR THE PERFORMING ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | SAINT PAUL MN | 448 | $15.6M | $123K |
| 8 | CLAFLIN UNIVERSITY CLAFLIN UNIVERSITY 403(B) TDA PLAN | ORANGEBURG SC | 66 | $6.9M | $31K |
