Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Core Plus Bond Fund Mutual Fund NR 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATRICIO ENTERPRISES, INC. PATRICIO ENTERPRISES, INC. 401(K) PLAN | STAFFORD VA | 217 | $26.4M | $842K |
| 2 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN | MCLEAN VA | 203 | $30.5M | $492K |
| 3 | MERCHANT ESOLUTIONS, INC. MERCHANT ESOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
ALPHARETTA GA |
| 130 |
| $19.9M |
| $72K |
