Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thornburg Ltd Term Inc R6 Pooled separate account in their Schedule of Assets, totaling $550K 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 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $376K |
| 2 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $98K |
| 3 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN |
CONCORD NC |
| 142 |
| $10.2M |
| $49K |
| 4 | BOA TECHNOLOGY INC. BOA RETIREMENT SAVINGS PLAN | DENVER CO | 140 | $21.2M | $26K |
