Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Baird Core Plus Institutional Mutual fund in their Schedule of Assets, totaling $5.6M 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 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 714 | $454.6M | $4.4M |
| 2 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $794K |
| 3 | TABACALERA USA INC. TABACALERA USA RETIREMENT PLAN | FT LAUDERDALE FL | 806 | $24.9M | $296K |
| 4 | SEATTLE METROPOLITAN CHAMBER OF COMMERCE SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN | SEATTLE WA | 58 | $14.1M | $136K |