Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Thornburg Limited Term Income Fund Mutual Fund in their Schedule of Assets, totaling $15.7M 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 | BALON CORPORATION BALON CORPORATION 401(K) PLAN AND TRUST | OKLAHOMA CITY OK | 1,098 | $106.3M | $11.4M |
| 2 | PAINTERS DISTRICT COUNCIL NO. 4 HEALTH AND WELFARE TRUST FUND PAINTERS DISTRICT COUNCIL NO. 4 HEALTH AND WELFARE | CHEEKTOWAGA NY | 1,268 | $40.6M | $3.5M |
| 3 | TRI-STATE FOREST PRODUCTS, INC. |
SPRINGFIELD OH |
| 196 |
| $14.5M |
| $575K |
| 4 | MINNESOTA POLICE & PEACE OFFICERS ASSOCIATION MINNESOTA POLICE AND PEACE OFFICERS ASSOCIATION LEGAL DEFENSE FUND | ST. PAUL MN | 10,984 | $1.9M | $60K |
| 5 | OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 106 | $33.5M | $50K |
| 6 | THE AZEK GROUP LLC THE AZEK COMPANY 401(K) PLAN | CHICAGO IL | 2,062 | $109.9M | $34K |
