Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Core Plus Bond Fund Class Investor Mutual Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACTORS' FUND OF AMERICA ACTORS' FUND OF AMERICA 401(K) PLAN | NEW YORK NY | 324 | $36.6M | $595K |
| 2 | NEWTEKONE, INC. NEWTEKONE, INC. 401K PLAN | LAKE SUCCESS NY | 596 | $41.6M | $258K |
| 3 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN |
HOUSTON TX |
| 136 |
| $19.3M |
| $157K |
| 4 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $49K |
