Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Core Plus Fund in their Schedule of Assets, totaling $2.8M 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 | HAFELE AMERICA CO. HAFELE AMERICA CO. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ARCHDALE NC | 540 | $53.1M | $2.2M |
| 2 | LAWLER FOODS, LTD. DESSERT HOLDINGS 401(K) SAVINGS PLAN | HUMBLE TX | 1,022 | $37.7M | $635K |
