Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Baird Core Plus Bond Institutional Fund " in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLEGRO MICROSYSTEMS ALLEGRO MICROSYSTEMS, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN | MANCHESTER NH | 629 | $251.8M | $8.9M |
| 2 | COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT TX | 1,206 | $84.9M | $1.6M |
| 3 | LSA ASSOCIATES, INC. LSA ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | IRVINE CA | 155 | $22.4M | $1.1M |
| 4 | PLAN INTERNATIONAL USA, INC. PLAN INTERNATIONAL USA, INC. RETIREMENT PLAN | PROVIDENCE RI | 113 | $21.4M | $951K |
| 5 | ACE ETHANOL ACE ETHANOL 401(K) SAVINGS PLAN | STANLEY WI | 118 | $13.4M | $320K |
| 6 | NEPTUNE TRADING GROUP NEPTUNE TRADING GROUP 401(K) PLAN | NEWPORT RI | 127 | $5.3M | $216K |
| 7 | DIGITAL.AI SOFTWARE, INC. DIGITAL.AI 401(K) SAVINGS & INVESTMENT PLAN | RALEIGH NC | 169 | $22.3M | $146K |
