Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Baird Core Plus Bond Inst Baird 0 in their Schedule of Assets, totaling $31.3M 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 | HIGHLAND CLINIC, A P.M.C. HIGHLAND CLINIC, A P.M.C. 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 185 | $86.1M | $6.5M |
| 2 | HOLDEN CONNER CONMAC, LLC CONMAC INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN | WEINER AR | 1,127 | $54.8M | $3.9M |
| 3 | CREWS & ASSOCIATES, INC. |
LITTLE ROCK AR |
| 183 |
| $47.8M |
| $2.4M |
| 4 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $2.2M |
| 5 | FIRST BANKERS TRUSTSHARES, INC. FIRST BANKERS TRUSTSHARES, INC. 401(K) PROFIT SHARING PLAN | QUINCY IL | 176 | $22.9M | $1.6M |
| 6 | FIRST INSURANCE GROUP LLC THE HARRY A KOCH CO. 401(K) PLAN | OMAHA NE | 129 | $29.4M | $1.2M |
| 7 | VISIONIX USA, INC. VISIONIX USA 401(K) PLAN | LOMBARD IL | 104 | $15.8M | $1.1M |
| 8 | CLARK CONTRACTORS, LLC. CLARK CONTRACTORS, LLC. 401(K) PLAN | LITTLE ROCK AR | 149 | $18.3M | $966K |
| 9 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $923K |
| 10 | BELTONE NEW ENGLAND BELTONE NEW ENGLAND 401(K) PLAN | WARWICK RI | 116 | $7.0M | $824K |
