Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Core Plus Bond Fund Institutional Shares in their Schedule of Assets, totaling $27.2M 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 | OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND | WESTERVILLE OH | 15,028 | $222.3M | $27.2M |
| 2 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN | LEXINGTON VA | 457 | $2.3M | $6K |