Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding baird core plus bond inst in their Schedule of Assets, totaling $108.2M 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 | CONSTRUCTION RESOURCES MANAGEMENT, INC. WALBEC GROUP RETIREMENT PLAN | WAUKESHA WI | 744 | $180.5M | $9.5M |
| 2 | IBEW LOCAL NO. 143 PENSION PLAN IBEW LOCAL NO. 143 PENSION PLAN | PITTSBURGH PA | 365 | $80.5M | $8.3M |
| 3 | IBEW 143 BENEFIT FUNDS - PENSION FUND 143 IBEW BENEFIT FUNDS - PENSION FUND |
HARRISBURG PA |
| 354 |
| $74.9M |
| $7.1M |
| 4 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $7.1M |
| 5 | INGLES MARKETS, INCORPORATED INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN | BLACK MOUNTAIN NC | 18,006 | $196.8M | $7.1M |
| 6 | CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLAN NFL PLAYER CAPITAL ACCUMULATION PLAN | BALTIMORE MD | 2,759 | $706.8M | $6.6M |
| 7 | IBEW LOCAL 143 HEALTH & WELFARE FUND IBEW LOCAL 143 HEALTH & WELFARE FUND | HARRISBURG PA | 411 | $17.2M | $6.1M |
| 8 | RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON WI | 362 | $90.5M | $5.6M |
| 9 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $5.2M |
| 10 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY 403(B) PLAN | ATLANTA GA | 2,783 | $425.5M | $4.8M |
