Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Baird Baird Core Plus Inst - in their Schedule of Assets, totaling $54.6M 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 | LENOVO (UNITED STATES) INC. LENOVO SAVINGS PLAN | MORRISVILLE NC | 5,245 | $2.6B | $19.2M |
| 2 | S. EMERSON GROUP, INC. THE EMERSON GROUP RETIREMENT PLAN | WAYNE PA | 255 | $86.4M | $5.6M |
| 3 | SUMMIT POLYMERS, INC. SUMMIT POLYMERS, INC. EMPLOYEES' PROFIT SHARING PLAN |
PORTAGE MI |
| 1,921 |
| $116.7M |
| $4.7M |
| 4 | DMAX, LTD. DMAX 401(K) SAVINGS PLAN | DAYTON OH | 985 | $113.5M | $4.0M |
| 5 | YAMAHA CORPORATION OF AMERICA YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN | BUENA PARK CA | 438 | $130.3M | $3.8M |
| 6 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN | PELLA IA | 944 | $101.5M | $3.7M |
| 7 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM 403(B) PLAN | SPRINGFIELD IL | 1,388 | $133.9M | $3.2M |
| 8 | LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. SALARY REDUCTION PROFIT SHARING PLAN | NEW YORK NY | 90 | $50.5M | $2.9M |
| 9 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $1.9M |
| 10 | IBASIS, INC. IBASIS, INC. 401(K) RETIREMENT PLAN | LEXINGTON MA | 73 | $46.3M | $1.4M |
