Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Baird Core Plus Bond Class Institutional in their Schedule of Assets, totaling $3.4M 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 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $984K |
| 2 | SABROSURA FOODS, LLC SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 440 | $10.9M | $761K |
| 3 | SABROSURA FOODS, LLC SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN |
BLOOMINGTON MN |
| 466 |
| $13.5M |
| $759K |
| 4 | BIOMATRIX SPECIALTY PHARMACY, LLC BIOMATRIX SPECIALTY PHARMACY, LLC 401(K) PLAN | PLANTATION FL | 266 | $19.9M | $564K |
| 5 | WOMACK MACHINE SUPPLY, CO. WOMACK MACHINE SUPPLY, CO. RETIREMENT PLAN | FARMERS BRANCH TX | 211 | $36.6M | $192K |
| 6 | APLIX, INC. APLIX, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 326 | $27.1M | $163K |
| 7 | THE LEAGUERS, INC. THE LEAGUERS, INC. 403(B) PLAN | NEWARK NJ | 303 | $10.1M | $19K |
| 8 | FREEDOM FIRST FEDERAL CREDIT UNI FREEDOM FIRST FEDERAL CREDIT UNION 401(K) PLAN | ROANOKE VA | 215 | $16.1M | $2K |
