Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Baird Funds Baird Core Plus Bond Fund in their Schedule of Assets, totaling $2.8M 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 | NOVEN PHARMACEUTICALS, INC. NOVEN PHARMACEUTICALS, INC. 401(K) PLAN | MIAMI FL | 336 | $61.9M | $1.8M |
| 2 | UNIVERSITY OF WISCONSIN FOUNDATION UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN | MADISON WI | 400 | $72.7M | $510K |
| 3 | SPECIALTY PROMOTIONS, INC. |
NILES IL |
| 307 |
| $20.2M |
| $456K |
| 4 | COUNSELING CONNECTION, INC. COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN | LIBERTYVILLE IL | 261 | $7.7M | $30K |
| 5 | POSITIVE BEHAVIOR SUPPORTS CORPORATION POSITIVE BEHAVIOR SUPPORTS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | STUART FL | 3,357 | $26.3M | $28K |