Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baird Core Plus Bond Fund Institutional Mutual fund in their Schedule of Assets, totaling $10.7M 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 | SCHINDLER ELEVATOR CORPORATION SCHINDLER ELEVATOR CORPORATION SAVINGS AND INVESTMENT PLAN | MORRISTOWN NJ | 2,362 | $527.8M | $10.2M |
| 2 | THE BOWEN GROUP THE BOWEN GROUP 401(K) PLAN | CHANTILLY VA | 321 | $4.3M | $206K |
| 3 | HIGHROADS, INC. HIGHROADS, INC. 401(K) PLAN |
BURLINGTON MA |
| 46 |
| $8.3M |
| $116K |
| 4 | DIGGING & RIGGING, INC. DIGGING & RIGGING 401(K) PROFIT SHARING PLAN | MOUNT AIRY MD | 187 | $13.0M | $54K |
| 5 | DYSTAR LP DYSTAR LP 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 222 | $38.3M | $46K |
| 6 | TUFCO LP TUFCO 401(K) PLAN | GREEN BAY WI | 289 | $7.6M | $30K |