Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Thornburg Lmtd Trm Inc Fd R5 Registered Investment Company in their Schedule of Assets, totaling $1.6M 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 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $1.2M |
| 2 | TERRAPOWER, LLC TERRAPOWER, LLC 401(K) PLAN | BELLEVUE WA | 648 | $96.7M | $182K |
| 3 | TRANSFORMING AGE ASSOCIATES, LLC TRANSFORMING AGE 401(K) PLAN |
BELLEVUE WA |
| 1,571 |
| $15.0M |
| $156K |
