Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thornburg Global Opportunities R5 in their Schedule of Assets, totaling $355K 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 | GAMING CAPITAL GROUP LLC GAMING CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEWCASTLE OK | 328 | $21.6M | $210K |
| 2 | WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 303 | $35.9M | $80K |
| 3 | HUPP ELECTRIC MOTORS, INC. |
MARION IA |
| 257 |
| $25.0M |
| $49K |
| 4 | PEPSI-COLA PUERTO RICO DISTRIBUTING LLC PEPSI-COLA PUERTO RICO DISTRIBUTING LLC 1165(E) SAVINGS PLAN | TOA BAJA PR | 551 | $15.8M | $16K |
