Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding THORNBURG THORNBURG LTD-TERM INC R5 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $413K 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 | MEP HOLDING COMPANY INC. MEP HOLDING COMPANY 401K PLAN | INDIANAPOLIS IN | 441 | $14.7M | $144K |
| 2 | COMMUNITY BANCORP OF LOUISIANA INC. COMMUNITY BANCORP OF LOUISIANA INC. RETIREMENT PLAN | RACELAND LA | 135 | $10.9M | $141K |
| 3 | J. R. BUTLER INC. J. R. BUTLER INC. 401K PLAN |
ENGLEWOOD CO |
| 225 |
| $8.1M |
| $78K |
| 4 | MOUNTAIN ENERGY SERVICES INC. MOUNTAIN ENERGY SERVICES INC. 401K PLAN | TUNKHANNOCK PA | 263 | $8.6M | $50K |
