Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Core Baird Core Plus Bond Fund;Institutional in their Schedule of Assets, totaling $1.5M 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 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $498K |
| 2 | SUMMUS GROUP LLC SUMMUS 401(K) PLAN | MUNDELEIN IL | 556 | $52.5M | $481K |
| 3 | CERTIFIED POWER, INC. CERTIFIED POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST PLAN |
MUNDELEIN IL |
| 556 |
| $52.5M |
| $481K |