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 Fund in their Schedule of Assets, totaling $9.7M 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 | SHORT-ELLIOTT-HENDRICKSON, INC. SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN | ST PAUL MN | 945 | $196.2M | $7.6M |
| 2 | MAGTEK MAGTEK PROFIT SHARING/401(K) PLAN | SEAL BEACH CA | 142 | $105.0M | $2.2M |