Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Cor Pls Bd Inst Mutual Funds in their Schedule of Assets, totaling $377K 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 | BCM ONE, INC. BCM ONE, INC. 401(K) PLAN | NEW YORK NY | 350 | $22.5M | $180K |
| 2 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $100K |
| 3 | THE PRIORITY CENTER, ENDING THE CYCLE OF GENERATIONAL TRAUMA THE PRIORITY CENTER 403(B) PLAN |
SANTA ANA CA |
| 118 |
| $2.6M |
| $49K |
| 4 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $48K |