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 - IS Mutual fund in their Schedule of Assets, totaling $1.9M 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 | C J MOYNA & SONS LLC C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN | ELKADER IA | 273 | $27.2M | $1.3M |
| 2 | IRIS USA, INC. IRIS USA, INC. COMPREHENSIVE RETIREMENT SAVINGS PLAN | PLEASANT PRAIRIE WI | 510 | $23.8M | $630K |