Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Robert W. Baird & Co. Inc. Baird Core Plus Inst 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PORSCHE BUSINESS SERVICES, INC. PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 1,063 | $230.9M | $8.4M |
| 2 | HARVARD MAINTENANCE, INC. HARVARD MAINTENANCE, INC. 401(K) SAVINGS PLAN | MIAMI FL | 4,178 | $29.4M | $337K |
