Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Baird Core Plus Bond Fund Class Institutional Mutual fund in their Schedule of Assets, totaling $64.3M 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 | QUIKTRIP CORPORATION QUIKTRIP CORPORATION RETIREMENT PLAN | TULSA OK | 13,644 | $4.8B | $30.7M |
| 2 | COMPUCOM SYSTEMS, INC. COMPUCOM SYSTEMS RETIREMENT SAVINGS PLAN | FORT MILL SC | 3,074 | $391.8M | $8.1M |
| 3 | WILBUR-ELLIS HOLDINGS, INC. WILBUR-ELLIS 401(K) PLAN |
DENVER CO |
| 2,889 |
| $398.0M |
| $6.7M |
| 4 | MULTI-COLOR CORPORATION MULTI-COLOR 401(K) SAVINGS PLAN | BATAVIA OH | 4,946 | $466.7M | $5.5M |
| 5 | ITG BRANDS, LLC ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | GREENSBORO NC | 1,810 | $397.9M | $4.8M |
| 6 | LGC LGC 401(K) SAVINGS PLAN | MANCHESTER NH | 1,210 | $110.1M | $1.5M |
| 7 | DUININCK COMPANIES DUININCK COMPANIES 401(K) PLAN | PRINSBURG MN | 1,281 | $137.6M | $1.3M |
| 8 | BUCKNER INTERNATIONAL BUCKNER INT'L 403B RETIREMENT SAVINGS PLAN | DALLAS TX | 2,056 | $60.8M | $1.2M |
| 9 | SOROS FUND MANAGEMENT LLC SOROS FUND MANAGEMENT LLC PROFIT SHARING PLAN | NEW YORK NY | 193 | $133.1M | $918K |
| 10 | PIEDMONT CHEERWINE BOTTLING COMPANY CHEERWINE 401(K) PROFIT SHARING PLAN | SALISBURY NC | 572 | $19.9M | $761K |