Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Baird Core Plus Inst. Mutual fund in their Schedule of Assets, totaling $147.4M 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 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN | COLUMBIA MD | 35,033 | $3.5B | $66.0M |
| 2 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $11.6M |
| 3 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN |
LISLE IL |
| 1,349 |
| $219.4M |
| $8.3M |
| 4 | EPIC GAMES INC EPIC GAMES, INC. 401(K) PLAN AND TRUST | CARY NC | 2,890 | $711.3M | $7.4M |
| 5 | PRECISELY SOFTWARE INCORPORATED PRECISELY SOFTWARE INCORPORATED 401(K) PLAN | BURLINGTON MA | 1,179 | $329.4M | $7.0M |
| 6 | GRAY REED & MCGRAW LLP GRAY REED PROFIT SHARING PLAN | HOUSTON TX | 162 | $54.1M | $6.3M |
| 7 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $4.9M |
| 8 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $4.7M |
| 9 | MEDSTAR HEALTH, INC. MEDSTAR AFFILIATES 401(K) PLAN | COLUMBIA MD | 2,652 | $106.3M | $4.1M |
| 10 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 514 | $92.5M | $3.5M |
