Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Baird Core Plus Bond Instl in their Schedule of Assets, totaling $37.4M 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 | NATIONAL WINE & SPIRITS, INC. RNDC HOURLY WAREHOUSEMEN & DRIVERS PENSION PLAN | INDIANAPOLIS IN | 274 | $33.9M | $7.1M |
| 2 | VULCAN MATERIALS COMPANY CMG HOURLY 401(K) PLAN | BIRMINGHAM AL | 646 | $139.8M | $4.1M |
| 3 | PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST |
MINNEAPOLIS MN |
| 372 |
| $58.3M |
| $3.7M |
| 4 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $3.3M |
| 5 | HIGHLAND BAKING COMPANY, INC. HIGHLAND BAKING COMPANY, INC. 401(K) PROFIT SHARING PLAN | NORTHBROOK IL | 469 | $18.0M | $2.0M |
| 6 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $1.6M |
| 7 | TYSON & MENDES LLP TYSON & MENDES LLP 401(K) PROFIT SHARING PLAN AND TRUST | LA JOLLA CA | 490 | $36.4M | $1.1M |
| 8 | SUNRISE COMMUNITY, INC. SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN | MIAMI FL | 2,988 | $26.0M | $1.0M |
| 9 | GENTRY LOCKE RAKES & MOORE, LLP GENTRY LOCKE RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN | ROANOKE VA | 165 | $47.9M | $1.0M |
| 10 | ELECTROIMPACT, INC. ELECTROIMPACT, INC. 401(K) PROFIT SHARING PLAN | MUKILTEO WA | 338 | $178.4M | $990K |
