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 Inst Baird Core Plus Bond Inst in their Schedule of Assets, totaling $35.5M 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 | B. F. SAUL COMPANY B. F. SAUL COMPANY EMPLOYEES' 401(K) RETIREMENT PLAN | BETHESDA MD | 1,576 | $263.3M | $31.4M |
| 2 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $2.4M |
| 3 | HOLZ MOTORS, INC. HOLZ MOTORS, INC. MASTER TRUST |
HALES CORNERS WI |
| — |
| $15.5M |
| $946K |
| 4 | EMPIRE KOSHER POULTRY, INC. EMPIRE KOSHER POULTRY, INC. 401K PROFIT SHARING PLAN | MIFFLINTOWN PA | 413 | $17.1M | $750K |