Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Baird Core Plus Bond Instl in their Schedule of Assets, totaling $32.2M 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 | NATIONAL WINE & SPIRITS, INC. RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLAN | INDIANAPOLIS IN | 274 | $33.9M | $7.1M |
| 2 | PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 372 | $58.3M | $3.7M |
| 3 | UPSTATE NIAGARA COOPERATIVE, INC |
LANCASTER NY |
| 1,107 |
| $132.7M |
| $3.3M |
| 4 | HIGHLAND BAKING COMPANY, INC. HIGHLAND BAKING COMPANY, INC. 401(K) PROFIT SHARING PLAN | NORTHBROOK IL | 469 | $18.0M | $2.0M |
| 5 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $1.6M |
| 6 | TYSON & MENDES LLP TYSON & MENDES LLP 401(K) PROFIT SHARING PLAN AND TRUST | LA JOLLA CA | 490 | $36.4M | $1.1M |
| 7 | GENTRY LOCKE RAKES & MOORE, LLP GENTRY LOCKE RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN | ROANOKE VA | 165 | $47.9M | $1.0M |
| 8 | ELECTROIMPACT, INC. ELECTROIMPACT, INC. 401(K) PROFIT SHARING PLAN | MUKILTEO WA | 338 | $178.4M | $990K |
| 9 | UNITED STATES PHARMACEUTICAL GRO CONVEY HEALTH SOLUTIONS 401(K) PLAN | FORT LAUDERDALE FL | 822 | $38.4M | $949K |
| 10 | AAA WESTERN AND CENTRAL NEW YORK AAA WESTERN AND CENTRAL NEW YORK , INC. 401(K) RETIREMENT PLAN | BUFFALO NY | 455 | $51.6M | $944K |
