Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Baird Core Plus Inv Mutual fund in their Schedule of Assets, totaling $2.6M 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 | BANGOR PUBLISHING BANGOR PUBLISHING COMPANY SAVINGS/SECURITY PLAN | BANGOR ME | 99 | $22.6M | $910K |
| 2 | IDS ENGINEERING GROUP INC. IDS ENGINEERING GROUP INC. 401K PLAN | HOUSTON TX | 127 | $20.6M | $910K |
| 3 | HARPO, INC. HARPO, INC. 401(K) PLAN |
LOS ANGELES CA |
| 57 |
| $36.0M |
| $250K |
| 4 | JAFRA COSMETICS INTERNATIONAL, INC. JAFRA COSMETICS INTERNATIONAL 401(K) SAVINGS PLAN | THOUSAND OAKS CA | 92 | $29.0M | $232K |
| 5 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | BOSTON MA | 184 | $43.4M | $226K |
| 6 | 21ST CENTURY EQUIPMENT, LLC 21ST CENTURY EQUIPMENT, LLC 401(K) PLAN | SCOTTSBLUFF NE | 647 | $42.6M | $54K |