Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Core Baird Core Plus Bond Inst in their Schedule of Assets, totaling $2.5M 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 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN | BILLERICA MA | 395 | $47.3M | $1.4M |
| 2 | PIONEER METAL FINISHING, LLC PIONEER METAL FINISHING, LLC RETIREMENT SAVINGS PLAN | GREEN BAY WI | 705 | $38.6M | $597K |
| 3 | CERTIFIED POWER, INC. CERTIFIED POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MUNDELEIN IL |
| 579 |
| $48.4M |
| $458K |
| 4 | KATAPULT GROUP, INC. KATAPULT GROUP, INC 401(K) RETIREMENT PLAN | PLANO TX | 90 | $6.9M | $77K |
| 5 | TRI 3, INC. TRI 3, INC. 401(K) RETIREMENT SAVINGS PLAN | DE SOTO KS | 103 | $3.8M | $20K |