Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding THORNBURG LIMITED TERM INC -R3 in their Schedule of Assets, totaling $782K 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 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN | FLANDERS NJ | 131 | $32.2M | $244K |
| 2 | COLDESI, INC. COLDESI, INC. PROFIT SHARING PLAN | TAMPA FL | 107 | $5.2M | $181K |
| 3 | DIAZ WHOLESALE & MANUFACTURING DIAZ WHOLESALE & MANUFACTURING CO, INC. 401(K) PLAN |
ATLANTA GA |
| 194 |
| $5.1M |
| $130K |
| 4 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $102K |
| 5 | FOUNDATION DENTAL PARTNERS GEORG FOUNDATION DENTAL PARTNERS GEORGIA PC 401K PLAN | ALPHARETTA GA | 383 | $8.6M | $37K |
| 6 | HANNA INSTRUMENTS, INC. HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST | WOONSOCKET RI | 119 | $7.8M | $27K |
| 7 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $17K |
| 8 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $15K |
| 9 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $14K |
| 10 | AVIATION INFLATABLES, LLC AVIATION INFLATABLES, LLC | SUNRISE FL | 86 | $1.2M | $9K |
