Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baird Core Plus Bond Fund Inst Mutual fund in their Schedule of Assets, totaling $14.3M 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 | SOCIETE GENERALE (NEW YORK) SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | NEW YORK NY | 2,211 | $1.1B | $7.8M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $5.2M |
| 3 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN |
DENVER CO |
| 2,379 |
| $355.9M |
| $702K |
| 4 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $443K |
| 5 | SRI INTERNATIONAL SRI INTERNATIONAL 401(K) PLAN | MENLO PARK CA | 331 | $26.5M | $102K |
| 6 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $84K |
| 7 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT CA | 144 | $45.9M | $71K |
