Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Core Plus Bond Inst Registered Investment Companies in their Schedule of Assets, totaling $6.1M 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 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $5.7M |
| 2 | TIRE DISCOUNTERS, INC. TIRE DISCOUNTERS RETIREMENT SAVINGS PLAN | CINCINNATI OH | 2,788 | $32.6M | $401K |
| 3 | BUCCANEERS TEAM LLC TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN |
TAMPA FL |
| 327 |
| $40.9M |
| $17K |