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 I Fund Mutual funds in their Schedule of Assets, totaling $2.8M 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 | WACHTER, INC. WACHTER EMPLOYEES' 401(K) PROFIT SHARING PLAN | LENEXA KS | 1,464 | $79.9M | $1.7M |
| 2 | UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN | ROSEBURG OR | 292 | $7.8M | $727K |
| 3 | MBH ARCHITECTS, INC. |
ALAMEDA CA |
| 159 |
| $31.2M |
| $347K |
