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 Value of interest in registered investment companies in their Schedule of Assets, totaling $6.7M 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 | AG PARTNERS COOP AG PARTNERS COOP 401(K) RETIREMENT PLAN | GOODHUE MN | 525 | $85.7M | $6.5M |
| 2 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $83K |
| 3 | PRIORITY-1, INC. PRIORITY-1, INC. 401(K) AND PROFIT SHARING PLAN |
LITTLE ROCK AR |
| 858 |
| $54.1M |
| $60K |
