Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Core Plus Bond Fund Mutual Fund N/A in their Schedule of Assets, totaling $5.8M 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 | WESTFIELD DISTRIBUTING (ND), INC. AGI 401(K) RETIREMENT PLAN | NAPERVILLE IL | 580 | $49.4M | $3.5M |
| 2 | SHOWPLACE WOOD PRODUCTS, INC. SHOWPLACE WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | HARRISBURG SD | 614 | $35.1M | $1.5M |
| 3 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
CLAY CENTER KS |
| 209 |
| $26.4M |
| $487K |
| 4 | FIRST STATE BANK FIRST STATE BANK 401(K) SAVINGS PLAN | NEW LONDON WI | 91 | $15.0M | $319K |
| 5 | CEREBRAL PALSY, INC. CEREBRAL PALSY, INC 401(K) RETIREMENT PLAN | GREEN BAY WI | 163 | $6.2M | $18K |