Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Core Plus Bond Inst N/R in their Schedule of Assets, totaling $7.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAVIS MEMORIAL HOSPITAL DAVIS HEALTH SYSTEM 401(K) PROFIT SHARING PLAN | ELKINS WV | 880 | $34.8M | $5.5M |
| 2 | ASSOCIATED PHYSICIANS, LLP ASSOCIATED PHYSICIANS, LLP 401(K) PLAN | MADISON WI | 151 | $20.2M | $897K |
| 3 | DAVIS HEALTH SYSTEM, INC. DAVIS HEALTH SYSTEM 403(B) RETIREMENT PLAN |
ELKINS WV |
| 810 |
| $4.2M |
| $442K |
| 4 | UNLIMITED SERVICES OF WISCONSIN, LLC UNLIMITED SERVICES, INC. RETIREMENT SAVINGS PLAN | OCONTO WI | 154 | $5.6M | $74K |
| 5 | TEEL PLASTICS, LLC TEEL RETIREMENT PLAN | BARABOO WI | 457 | $26.6M | $26K |
