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- Instl in their Schedule of Assets, totaling $23.3M 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 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $16.5M |
| 2 | MILSCO, LLC MILSCO RETIREMENT PLAN | MILWAUKEE WI | 306 | $33.2M | $3.9M |
| 3 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN |
SAN JOSE CA |
| 791 |
| $109.1M |
| $1.4M |
| 4 | WBC HOLDINGS, L.P. WBC HOLDINGS, L.P. CASH BALANCE RETIREMENT PLAN | CHICAGO IL | 209 | $102.9M | $1.2M |
| 5 | DNA TWOPOINTO, INC., DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST | NEWARK CA | 139 | $29.5M | $353K |
| 6 | STERLING MOTORS, LTD, DBA STERLING BMW THE STERLING BMW RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 95 | $3.4M | $35K |
| 7 | FIRST NATIONAL HEALTH SERVICES, LLC FIRST NATIONAL HEALTH SERVICES 401(K) PLAN | TAYLORSVILLE UT | 219 | $3.2M | $11K |
| 8 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES | HOMER AK | 400 | $9.7M | $3K |
