Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Baird Core Plus Inst in their Schedule of Assets, totaling $159.4M 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 | EQUIFAX, INC EQUIFAX INC. 401K PLAN | ATLANTA GA | 6,424 | $1.5B | $53.9M |
| 2 | ADTALEM GLOBAL EDUCATION, INC. ADTALEM GLOBAL EDUCATION RETIREMENT PLAN | CHICAGO IL | 4,555 | $609.7M | $17.9M |
| 3 | ADIENT US LLC ADIENT US LLC DEFINED CONTRIBUTION PLANS MASTER TRUST |
PLYMOUTH MI |
| — |
| $1.1B |
| $16.0M |
| 4 | CNH INDUSTRIAL U.S.A. RETIREMENT BOARD CNH INDUSTRIAL U.S.A. DEFINED CONTRIBUTION MASTER TRUST | RACINE WI | — | $2.3B | $13.5M |
| 5 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $13.3M |
| 6 | DIAGEO NORTH AMERICA, INC. DIAGEO NORTH AMERICA INC 401K MASTER TRUST | NEW YORK NY | — | $451.0M | $11.6M |
| 7 | HAZEN AND SAWYER, D.P.C. HAZEN AND SAWYER 401(K) PLAN | NEW YORK NY | 2,130 | $549.5M | $10.2M |
| 8 | THE DREES COMPANY THE DREES COMPANY PROFIT SHARING PLAN | FORT MITCHELL KY | 825 | $159.8M | $5.0M |
| 9 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $3.1M |
| 10 | MULTIVAC, INC. MULTIVAC, INC. PROFIT SHARING 401(K) PLAN | KANSAS CITY MO | 518 | $92.3M | $2.8M |
