Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Baird Funds Core Plus Bond Fund # in their Schedule of Assets, totaling $8.8M 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 | LSA ASSOCIATES, INC. LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST | IRVINE CA | 171 | $77.7M | $7.9M |
| 2 | STANION WHOLESALE ELECTRIC COMPANY, INC. STANION WHOLESALE ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | PRATT KS | 192 | $27.6M | $862K |
| 3 | ROYLE PRINTING COMPANY |
SUN PRAIRIE WI |
| 201 |
| $17.7M |
| $81K |