Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Thornburg Thornburg Ltd Term Inc R6 Mutual Fund Shares in their Schedule of Assets, totaling $1.3M 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 | ENDRESS+HAUSER INC. ENDRESS+HAUSER INC. EMPLOYEES 401K/RETIREMENT SAVINGS PLAN | GREENWOOD IN | 983 | $159.5M | $1.2M |
| 2 | FRANKLIN D. AZAR & ASSOCIATES P.C. FRANKLIN D. AZAR & ASSOCIATES P.C. 401K PLAN | AURORA CO | 219 | $7.1M | $97K |
