Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Baird Core Plus Bond Inst Mutual funds in their Schedule of Assets, totaling $18.3M 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 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $5.2M |
| 2 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,028 | $250.7M | $5.1M |
| 3 | DODGE CONSTRUCTION NETWORK LLC DODGE CONSTRUCTION NETWORK 401(K) SAVINGS PLAN |
HAMILTON TOWNSHIP NJ |
| 459 |
| $117.2M |
| $3.0M |
| 4 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 394 | $45.0M | $1.8M |
| 5 | NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO TX | 10 | $50.5M | $1.8M |
| 6 | NORTH CENTRAL STAFFING, INC. THE NORTH CENTRAL GROUP RETIREMENT PLAN | MIDDLETON WI | 856 | $15.5M | $567K |
| 7 | GRAHAM GROUP (US) INC. GRAHAM GROUP US 401(K) PLAN | SEATTLE WA | 192 | $58.3M | $406K |
| 8 | TRILLIANT FOOD & NUTRITION, LLC TRILLIANT FOOD & NUTRITION 401(K) PLAN | LITTLE CHUTE WI | 605 | $26.7M | $285K |
| 9 | SIMKINS-HALLIN, INC. SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST | BOZEMAN MT | 85 | $10.9M | $37K |
| 10 | ITSC SECURE SOLUTIONS, LLC ITSC SECURE SOLUTIONS, LLC 401(K) PLAN | OWENS CROSS ROADS AL | 106 | $3.5M | $29K |
