Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thornburg Limited-Term Income I Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $843K |
| 2 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 128 | $86.4M | $541K |
| 3 | FIRST OKLAHOMA BANK FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN |
JENKS OK |
| 112 |
| $17.8M |
| $202K |
| 4 | RAE CORPORATION RAE CORPORATION 401(K) PLAN | PRYOR OK | 720 | $24.7M | $186K |
