Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Baird Core Plus Institutional in their Schedule of Assets, totaling $58.2M 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 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 9,764 | $864.9M | $19.0M |
| 2 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $12.9M |
| 3 | J.E. DUNN CONSTRUCTION COMPANY |
KANSAS CITY MO |
| 3,352 |
| $463.3M |
| $10.3M |
| 4 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | DUARTE CA | 7,902 | $450.4M | $9.5M |
| 5 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 637 | $218.0M | $5.7M |
| 6 | MAG AUTOMOTIVE, LLC MAG AUTOMOTIVE 401(K) SAVINGS PLAN | STERLING HEIGHTS MI | 236 | $43.1M | $345K |
| 7 | INSIDE EDITION, INC. CBS TELEVISION DISTRIBUTION INSIDE EDITION 401(K) PLAN | NEW YORK NY | 239 | $42.7M | $219K |
| 8 | BURKE REHABILITATION HOSPITAL BURKE REHABILITATION HOSPITAL 403(B) PLAN | WHITE PLAINS NY | 1,393 | $62.3M | $121K |
| 9 | KYSOR WARREN EPTA US CORPORATION EPTA US 401(K) RETIREMENT PLAN | COLUMBUS GA | 682 | $24.3M | $33K |
| 10 | KWP STUDIOS, INC. CBS TELEVISION DISTRIBUTION PRODUCTION 401(K) PLAN | NEW YORK NY | 196 | $7.7M | $3K |
