Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Thornburg Limited Term Income Fund R6 in their Schedule of Assets, totaling $4.7M 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 | THORNTON TOMASETTI, INC. THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,237 | $468.6M | $4.6M |
| 2 | THE HIEBING GROUP INC THE HIEBING GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING TRUST | MADISON WI | 137 | $35.1M | $8K |
