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 inv Mutual Fund N/A in their Schedule of Assets, totaling $4.2M 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 | MYERS INDUSTRIES, INC. MYERS INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN | AKRON OH | 1,960 | $141.1M | $1.9M |
| 2 | AVR, LLC TEAMSTERS LOCAL UNION NO. 120 MONEY PURCHASE PENSION PLAN | APPLE VALLEY MN | 98 | $21.9M | $1.9M |
| 3 | STATE INDUSTRIAL PRODUCTS STATE INDUSTRIAL PRODUCTS SAVINGS AND INVESTMENT PLAN AND TRUST |
MAYFIELD HEIGHTS OH |
| 545 |
| $83.7M |
| $478K |
