Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baird Baird Core Plus Institutional in their Schedule of Assets, totaling $151.7M 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $85.4M |
| 2 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $55.3M |
| 3 | TARKETT FINANCE INC. TARKETT 401(K) PLAN |
| 3,502 |
| $286.6M |
| $9.9M |
| 4 | MALIBU BOATS, LLC MALIBU BOATS, INC. 401(K) PLAN | LOUDON TN | 2,208 | $74.2M | $603K |
| 5 | METRON AVIATION, INC. METRON AVIATION, INC. 401(K) PROFIT SHARING PLAN | ASHBURN VA | 56 | $32.9M | $254K |
| 6 | KUKIO GOLF AND BEACH CLUB KUKIO GOLF AND BEACH CLUB 401(K) PLAN | KAILUA KONA HI | 264 | $19.8M | $190K |
