Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Core Plus Bond Class Institutional Mutual Fund # in their Schedule of Assets, totaling $667K 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 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $605K |
| 2 | PRICE TRANSFER, INC. PRICE TRANSFER, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | RANCHO DOMINGUEZ CA | 311 | $15.8M | $62K |