Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Thornburg Investment Management Thornburg LTD-Term Inc R5 in their Schedule of Assets, totaling $267K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREGORY & APPEL INC. EMPLOYEES PROFIT SHARING PLAN OF GREGORY & APPEL INC. | INDIANAPOLIS IN | 165 | $49.7M | $267K |
