Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Baird Core Plus Bond Fund Institutional in their Schedule of Assets, totaling $70.5M 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 | BOARD OF TRUSTEES TOLEDO ELECTRICAL WELFARE FUND TOLEDO ELECTRICAL WELFARE FUND | ROSSFORD OH | 1,805 | $107.5M | $34.8M |
| 2 | FOSTER GARVEY P.C. FOSTER GARVEY 401(K) PLAN | SEATTLE WA | 284 | $255.4M | $12.0M |
| 3 | DS SMITH NORTH AMERICA DS SMITH NORTH AMERICA 401K PLAN |
ATLANTA GA |
| 1,634 |
| $123.9M |
| $10.1M |
| 4 | ALSCO INC. ALSCO 401(K) SAVINGS PLAN | SALT LAKE CITY UT | 5,380 | $345.8M | $7.6M |
| 5 | COOK & BOARDMAN GROUP, LLC THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN | WINSTON SALEM NC | 2,933 | $120.1M | $4.3M |
| 6 | INDEPENDENCE HOLDING COMPANY INDEPENDENCE HOLDING COMPANY RETIREMENT PLAN | STAMFORD CT | 174 | $36.8M | $701K |
| 7 | GUILFORD COLLEGE GUILFORD COLLEGE DEFINED CONTRIBUTION PLAN | GREENSBORO NC | 293 | $82.8M | $613K |
| 8 | JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY JOINT INDUSTRY BOARD EMPLOYEES' 401(K) PLAN | FLUSHING NY | 308 | $117.7M | $243K |
| 9 | AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK NY | 94 | $12.0M | $79K |
| 10 | BATTERY OUTFITTERS INC BATTERY OUTFITTERS INC 401(K) PROFIT SHARING PLAN & TRUST | GOLDEN MO | 112 | $4.3M | $35K |
