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 Registered investment company in their Schedule of Assets, totaling $4.3M 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 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $4.3M |
| 2 | BRIGHTON G&B HOLDINGS INC. BRIGHTON G&B HOLDINGS INC. 401K PLAN | SANDY UT | 871 | $13.7M | $2K |
