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 - in their Schedule of Assets, totaling $430K 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 | METALS SOLUTIONS LLC METALS SOLUTIONS LLC 401K RETIREMENT PLAN | VESTAVIA HILLS AL | 305 | $17.8M | $287K |
| 2 | MONTEREAU, INC. MONTEREAU, INC. 401(K) PLAN | TULSA OK | 299 | $5.4M | $138K |
| 3 | OPENROAD OPCO. LLC OPENROAD 401(K) PLAN | AUSTIN |
| 398 |
| $8.0M |
| $3K |
| 4 | COMMUNITIES IN SCHOOLS OF NEVADA, INC. COMMUNITIES IN SCHOOLS OF NEVADA, INC. 403B PLAN | LAS VEGAS NV | 249 | $4.0M | $1K |
