Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Thornburg Developing World R6 Mutual Fund in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $1.4M |
| 2 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $520K |
| 3 | THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN |
COLUMBIA SC |
| 199 |
| $12.7M |
| $323K |
| 4 | FIRST COMMUNICATIONS, LLC FIRST COMMUNICATIONS 401(K) PLAN | AKRON OH | 103 | $9.0M | $202K |
| 5 | SOUTHERN CANCER CENTER, PC SOUTHERN CANCER CENTER, PC 401(K) PLAN | DAPHNE AL | 151 | $15.2M | $151K |
| 6 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $98K |
| 7 | TREND CONSULTANTS, LLC TREND CONSULTANTS, LLC EMPLOYEES SAVINGS TRUST | MADISON MS | 1,055 | $2.0M | $2K |
