Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Baird Core Plus Bond Fund – Inst in their Schedule of Assets, totaling $29.6M 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 | HOWARD UNIVERSITY HOWARD UNIVERSITY SAVINGS PLAN | WASHINGTON DC | 6,688 | $1.2B | $10.1M |
| 2 | CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK NC | 1,862 | $198.8M | $10.0M |
| 3 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. |
NASHVILLE TN |
| 1,238 |
| $150.3M |
| $3.7M |
| 4 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $2.0M |
| 5 | ULTRATEC, INC. ULTRATEC, INC. 401(K) PLAN | MADISON WI | 720 | $28.0M | $1.1M |
| 6 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY NC | 384 | $58.0M | $1.0M |
| 7 | CHARLOTTE COUNTRY DAY SCHOOL CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN | CHARLOTTE NC | 427 | $91.0M | $851K |
| 8 | FLORIDA INDEPENDENT COLLEGE FUND ICUF MULTIPLE EMPLOYER PLAN | TALLAHASSEE FL | 327 | $23.2M | $648K |
| 9 | MITCHELL COMPANIES, LLC MITCHELL COMPANIES 401(K) PLAN | MERIDIAN MS | 339 | $22.6M | $49K |
| 10 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO THE INTERNATIONAL SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 135 | $47.1M | $37K |