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. Fund Mutual fund in their Schedule of Assets, totaling $6.9M 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 | MBIA INC. MBIA INC. EMPLOYEE 401(K) PLAN | PURCHASE NY | 57 | $150.8M | $2.2M |
| 2 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $1.7M |
| 3 | MBIA INC. MBIA INC. EMPLOYEES PENSION PLAN | PURCHASE |
| 57 |
| $137.6M |
| $1.6M |
| 4 | DONCASTERS, INC. DONCASTERS, INC. EMPLOYEE SAVINGS PLAN | GROTON CT | 651 | $54.6M | $1.3M |