Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baird Core Plus Bond Inst Mutual fund in their Schedule of Assets, totaling $12.0M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $8.1M |
| 2 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $1.8M |
| 3 | ITG BRANDS, LLC |
GREENSBORO NC |
| 287 |
| $102.0M |
| $794K |
| 4 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $617K |
| 5 | NEW ENGLAND LIFE FLIGHT, INC. DBA BOSTON MEDFLIGHT NEW ENGLAND LIFE FLIGHT, INC. DBA BOSTON MEDFLIGHT 401(K) PLAN | BEDFORD MA | 189 | $27.9M | $399K |
| 6 | BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND | PEMBROKE PINES FL | 5,190 | $154.0M | $313K |
