Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Core Plus Inst Mutual Funds in their Schedule of Assets, totaling $3.0M 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 | MOSAIC ATM, INC. MOSAIC ATM, INC. 401(K) PLAN | LEESBURG VA | 67 | $25.8M | $1.1M |
| 2 | WOODSTREAM CORPORATION WOODSTREAM 401(K) RETIREMENT PLAN | LANCASTER PA | 494 | $50.5M | $969K |
| 3 | FIELD AVIATION, INC. FIELD AEROSPACE RETIREMENT SAVINGS PLAN |
CINCINNATI OH |
| 163 |
| $23.9M |
| $420K |
| 4 | DTN US HOLDINGS LLC DTN 401(K) PLAN | BLOOMINGTON MN | 607 | $82.4M | $405K |
| 5 | KEITH TITUS CORP. KEITH TITUS CORP. 401(K) PROFIT SHARING PLAN | WEEDSPORT NY | 153 | $8.0M | $115K |
