Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Baird Core Plus Bond - in their Schedule of Assets, totaling $6.6M 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 | ABC LIQUORS, INC. DBA ABC FINE WINE & SPIRITS ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN | ORLANDO FL | 1,083 | $45.0M | $1.2M |
| 2 | HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLAN | HARRISBURG PA | 351 | $35.6M | $882K |
| 3 | OVIS LLC |
OJAI CA |
| 918 |
| $18.7M |
| $717K |
| 4 | GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS GIFT OF LIFE DONOR PROGRAM 403(B) PLAN | PHILADELPHIA PA | 336 | $71.4M | $659K |
| 5 | NORTECH SYSTEMS INC. NORTECH SYSTEMS 401(K) PROFIT SHARING PLAN | MAPLE GROVE MN | 356 | $27.9M | $465K |
| 6 | DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. 401(K) SALARY SAVINGS AND RETIREMENT PLAN | ALBERT LEA MN | 142 | $13.3M | $458K |
| 7 | GREEN BAY ONCOLOGY, LTD GREEN BAY ONCOLOGY, LTD EMPLOYEES PROFIT SHARING 401(K) PLAN | GREEN BAY WI | 85 | $23.0M | $452K |
| 8 | THE ARC OF UNION COUNTY, INC. THE ARC OF UNION COUNTY, INC. RETIREMENT PLAN | SPRINGFIELD NJ | 414 | $13.6M | $361K |
| 9 | WAICU BENEFITS CONSORTIUM, INC. WAICU BENEFITS CONSORTIUM, INC. HEALTH PLAN | MADISON WI | 1,010 | $15.7M | $321K |
| 10 | PARRISH TIRE COMPANY PARRISH TIRE COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 484 | $10.9M | $238K |
