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; Institutional Class Mutual fund in their Schedule of Assets, totaling $73.0M 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 | REPUBLIC SERVICES, INC. REPUBLIC SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 33,316 | $2.7B | $67.1M |
| 2 | INTERTAPE POLYMER CORP. IPC GROUP 401(K) PLAN | SARASOTA FL | 2,011 | $216.2M | $4.9M |
| 3 | WINONA FOODS INC. WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN |
GREEN BAY WI |
| 293 |
| $15.2M |
| $1.0M |
| 4 | FRESCO RETAIL GROUP LLC FRESCO 401(K) PLAN | HIALEAH FL | 2,311 | $15.7M | $52K |