Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Baird Core Plus bond Fund Class Institutional in their Schedule of Assets, totaling $126.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN STATES COOPERATIVE, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN STATES | RICHMOND VA | 267 | $194.7M | $35.8M |
| 2 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $33.6M |
| 3 | MIDFIRST BANK MIDLAND RETIREMENT PLAN |
OKLAHOMA CITY OK |
| 3,237 |
| $485.6M |
| $14.4M |
| 4 | SUNTORY GLOBAL SPIRITS, INC. SUNTORY GLOBAL SPIRITS RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,967 | $631.2M | $14.3M |
| 5 | LI-COR, INC. LI-COR, INC. 401(K) & PROFIT SHARING PLAN | LINCOLN NE | 464 | $71.9M | $2.6M |
| 6 | VIRGINIA PHYSICIANS, INC. VIRGINIA PHYSICIANS, INC. 401(K) PLAN | GLEN ALLEN VA | 371 | $66.0M | $2.3M |
| 7 | VELCRO USA INC. RETIREMENT SAVINGS AT VELCRO 401(K) PLAN | MANCHESTER NH | 726 | $108.4M | $2.2M |
| 8 | NEWPORT NEWS NUCLEAR BWXT - LOS ALAMOS LLC N3B 401(K) RETIREMENT PLAN | LOS ALAMOS NM | 452 | $55.6M | $1.9M |
| 9 | RXO CORPORATE SOLUTIONS, LLC RXO 401(K) PLAN | CHARLOTTE NC | 6,321 | $263.1M | $1.6M |
| 10 | BPS LOCAL 91 PENSION FUND BIRMINGHAM P & S LOCAL UNION NO. 91 PENSION FUND | BIRMINGHAM AL | 389 | $31.2M | $1.3M |
