Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding baird core plus bond inst in their Schedule of Assets, totaling $90.7M 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 | CONSTRUCTION RESOURCES MANAGEMENT, INC. WALBEC GROUP RETIREMENT PLAN | WAUKESHA WI | 744 | $180.5M | $9.5M |
| 2 | IBEW 143 BENEFIT FUNDS - PENSION FUND 143 IBEW BENEFIT FUNDS - PENSION FUND | HARRISBURG PA | 354 | $74.9M | $7.1M |
| 3 | NAVITUS HEALTH SOLUTIONS, LLC |
MADISON WI |
| 1,918 |
| $145.1M |
| $7.1M |
| 4 | INGLES MARKETS, INCORPORATED INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN | BLACK MOUNTAIN NC | 18,006 | $196.8M | $7.1M |
| 5 | RESEARCH PRODUCTS CORPORATION RESEARCH PRODUCTS CORPORATION INCENTIVE SAVINGS PLAN | MADISON WI | 362 | $90.5M | $5.6M |
| 6 | 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 |
| 7 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY 403(B) PLAN | ATLANTA GA | 2,783 | $425.5M | $4.8M |
| 8 | ROGERS MEMORIAL HOSPITAL, INC ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN | OCONOMOWOC WI | 2,738 | $145.6M | $3.5M |
| 9 | NY HOTEL TRADES COUNCIL & HOTEL ASSN. NY HOTELS TRADES COUNCIL & ASSN. OF NYC, INC EMPLOYEE BENEFIT FUNDS STAFF RETIREMENT PLAN AND TRUST | NEW YORK NY | 944 | $153.3M | $3.1M |
| 10 | DRURY HOTELS COMPANY, LLC DRURY TEAM MEMBER SAVINGS PLAN | ST. LOUIS MO | 5,819 | $117.1M | $2.9M |
