Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Thornburg Limited-Term Income Fund in their Schedule of Assets, totaling $17.6M 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 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $7.3M |
| 2 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $3.9M |
| 3 | SCOTLAND HEALTH CARE SYSTEM |
LAURINBURG NC |
| 0 |
| $5.3M |
| $1.6M |
| 4 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $1.2M |
| 5 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $961K |
| 6 | TKG-STORAGEMART PARTNERS, LP STORAGE MART 401(K) PLAN | COLUMBIA MO | 609 | $33.3M | $538K |
| 7 | CORNERSTONE SYSTEMS, INC. CORNERSTONE SYSTEMS, INC. 401(K) PLAN | MEMPHIS TN | 174 | $19.0M | $498K |
| 8 | SAG AFTRA SAG-AFTRA 401(K) RETIREMENT PLAN | LOS ANGELES CA | 505 | $58.1M | $432K |
| 9 | WYATT, TARRANT & COMBS, LLP WYATT, TARRANT & COMBS, LLP PROFIT SHARING PLAN | LOUISVILLE KY | 188 | $125.0M | $368K |
| 10 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $186K |
