Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird core plus bond fund inst Mutual Fund N/A in their Schedule of Assets, totaling $3.1M 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 | BALDWIN WALLACE UNIVERSITY BALDWIN WALLACE UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED SAVINGS | BEREA OH | 587 | $229.5M | $2.3M |
| 2 | ST. ANNE'S EPISCOPAL SCHOOL, INC. ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 88 | $20.9M | $776K |
| 3 | NAROPA UNIVERSITY |
BOULDER CO |
| 196 |
| $18.4M |
| $61K |
