Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Baird Core Plus Bond Mutual fund in their Schedule of Assets, totaling $2.0M 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 | SYNERGY SERVICES INC. SYNERGY SERVICES INC. 401(K) PLAN | PARKVILLE MO | 211 | $3.2M | $434K |
| 2 | MAX-TECH, INC. MAX-TECH INC. 401(K) PROFIT SHARING PLAN | HAMEL MN | 723 | $15.2M | $374K |
| 3 | FREIGHTCAR AMERICA, INC. FREIGHTCAR AMERICA, INC. SAVINGS PLAN |
CHICAGO IL |
| 63 |
| $22.5M |
| $296K |
| 4 | EUTAW CONSTRUCTION COMPANY, INC. EUTAW CONSTRUCTION COMPANY, INC. 401(K) PLAN | ABERDEEN MS | 306 | $17.6M | $231K |
| 5 | FLORA FOOD US INC. FLORA FOOD US INC. SAVINGS PLAN | HACKENSACK NJ | 255 | $28.6M | $230K |
| 6 | AIRROSTI REHAB CENTERS LLC. AIRROSTI REHAB CENTERS, LLC 401K PLAN | SAN ANTIONIO TX | 663 | $37.6M | $225K |
| 7 | TRUCKWORX, INC TRUCKWORX EMPLOYEE RETIREMENT SAVINGS PLAN | HOMEWOOD AL | 493 | $30.1M | $138K |
| 8 | PHYSICIANS GROUP SERVICES, P.A. DBA FAMILY MEDICAL CENTERS FAMILY MEDICAL CENTERS RETIREMENT SAVINGS PLAN | ORANGE PARK FL | 363 | $10.9M | $47K |
| 9 | AGREX INC. AGREX INC. 401(K) PLAN | OVERLAND PARK KS | 106 | $21.7M | $45K |
| 10 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $15K |
