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 Instl Mutual fund N/A in their Schedule of Assets, totaling $19.7M 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 | TRANSDIGM INC. TRANSDIGM INC. 401(K) PLAN | CLEVELAND OH | 9,035 | $1.5B | $19.7M |
| 2 | EDUCATION BRANDS, LLC EDUCATION BRANDS 401(K) PLAN | TAMPA FL | 166 | $11.3M | $52K |
| 3 | REDBUILT LLC REDBUILT 401(K) PLAN | BOISE ID |
| 443 |
| $28.5M |
| $11K |