Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Baird Core Plus Bond Institutional Fund Mutual fund in their Schedule of Assets, totaling $12.6M 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 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $4.0M |
| 2 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $3.9M |
| 3 | TRUSTEES OF ELECTRICIANS LOCAL UNION NO. 606 PENSION-ANNUITY FUND |
GOODLETTSVILLE TN |
| 1,850 |
| $90.9M |
| $3.3M |
| 4 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $668K |
| 5 | LUVATA APPLETON, LLC LUVATA APPLETON LLC INVESTMENT PLAN | KIMBERLY WI | 182 | $35.5M | $411K |
| 6 | BRISTOL GRAPHICS, INC. DBA BRISTOL ID TECHNOLOGIES, INC. BRISTOL ID TECHNOLOGIES 401(K) PROFIT SHARING PLAN | LIMA NY | 127 | $5.1M | $151K |
| 7 | MARANATHA HIGH SCHOOL MARANATHA HIGH SCHOOL TAX DEFERRED 403(B)(7) PLAN | PASADENA CA | 90 | $6.7M | $107K |
| 8 | DUARTE COMMUNICATIONS, INC. DUARTE COMMUNICATIONS 401(K) PLAN | MOUNTAIN VIEW CA | 95 | $17.9M | $58K |
| 9 | NURSING & THERAPY SERVICES OF COLORADO, INC. NTSOC 403(B) RETIREMENT PLAN | COLORADO SPRINGS CO | 273 | $5.2M | $23K |
