Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Baird Core Plus Bond Inst Registered investment company in their Schedule of Assets, totaling $67.1M 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 | METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH MN | 554 | $391.1M | $20.7M |
| 2 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $16.1M |
| 3 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN |
MALVERN PA |
| 1,186 |
| $492.2M |
| $15.9M |
| 4 | MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 299 | $121.7M | $5.2M |
| 5 | SECURITY FINANCE CORPORATION OF SPARTANBURG SECURITY 401(K) PROFIT-SHARING AND SAVINGS PLAN | SPARTANBURG SC | 1,699 | $113.7M | $5.1M |
| 6 | TRUSTEES OF PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND | MERRILLVILLE IN | 325 | $6.5M | $1.3M |
| 7 | CUSTOM GLASS SOLUTIONS, LLC CUSTOM GLASS SOLUTIONS RETIREMENT SAVINGS PLAN | WORTHINGTON OH | 827 | $35.2M | $540K |
| 8 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) PLAN | PITTSBURGH PA | 939 | $127.3M | $512K |
| 9 | ELEVATE OUTDOOR COLLECTIVE, LLC ELEVATE OUTDOOR COLLECTIVE 401(K) PLAN | BELLEVUE WA | 218 | $21.1M | $498K |
| 10 | PEXCO, LLC PEXCO LLC RETIREMENT SAVINGS PLAN | JOHNS CREEK GA | 619 | $38.1M | $406K |
