Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baird Core Plus Institutional Bond Fund in their Schedule of Assets, totaling $117.6M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY PENSION TRUST | VANDALIA OH | 3,646 | $1.2B | $117.6M |
| 2 | TECHWISH GROUP INC. TECHWISH 401(K) PLAN | STERLING VA | 371 | $2.3M | $23K |