Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Baird Core Plus Bond Fund Instl 136,201 shares in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE HOMETOWN SAVINGS BANK THE HOMETOWN SAVINGS BANK EMPLOYEE 401(K) PLAN AND TRUST | TERRE HAUTE IN | 106 | $13.8M | $1.4M |
