Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Core Plus Bond Fund Registered investment company in their Schedule of Assets, totaling $64.9M 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 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $64.5M |
| 2 | FARNHAM, INC. SECTION 403(B) RETIREMENT PLAN FOR FARNHAM, INC. | OSWEGO NY | 113 | $4.6M | $220K |
| 3 | FEDERAL CONTRACTING, INC. BRYAN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN |
COLORADO SPRINGS CO |
| 175 |
| $15.7M |
| $205K |
| 4 | MENTAL HEALTH FOR CHILDREN, INC. RIVERVIEW CENTER FOR GROWTH 403(B) PLAN | SPRINGFIELD OR | 111 | $4.2M | $26K |
