Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Baird Core Plus Bond Fund Mutual fund - in their Schedule of Assets, totaling $124.3M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $20.4M |
| 2 | PROTIVITI INC PROTIVITI INC. 401K AND PROFIT SHARING PLAN | SAN RAMON CA | 4,976 | $814.1M | $18.2M |
| 3 | TRANSCANADA USA SERVICES INC. |
| — |
| 3,146 |
| $1.1B |
| $15.7M |
| 4 | VIAVI SOLUTIONS INC. VIAVI SOLUTIONS 401(K) PLAN | SAN JOSE CA | 1,412 | $728.6M | $13.8M |
| 5 | BOARD OF TRUSTEES PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN | SEATTLE WA | 7,974 | $622.3M | $12.6M |
| 6 | THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN | DURHAM NC | 724 | $269.2M | $11.6M |
| 7 | ARCLIN USA LLC ARCLIN RETIREMENT PLAN | ALPHARETTA GA | 34 | $47.5M | $9.3M |
| 8 | PLUMBERS LOCAL NO. 8 PENSION PLAN PLUMBERS LOCAL NO. 8 PENSION PLAN | KANSAS CITY MO | 494 | $123.3M | $6.5M |
| 9 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $1.8M |
| 10 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $1.6M |
