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 Institutional Class in their Schedule of Assets, totaling $90.7M 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 | BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND CARPENTERS & JOINERS WELFARE FUND | BLOOMINGTON MN | 11,199 | $349.6M | $90.0M |
| 2 | ENCOMPASS GROUP, LLC ENCOMPASS GROUP, LLC 401(K) RETIREMENT PLAN | MCDONOUGH GA | 143 | $34.8M | $511K |
| 3 | SUPERHEAT FGH SERVICES, INC. |
NEW LENOX IL |
| 345 |
| $8.2M |
| $156K |
