Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding THORNBURG INTL EQUITY FUND-R3 in their Schedule of Assets, totaling $377K 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 | CHESTNUT PETROLEUM DISTRIBUTORS, CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 438 | $6.9M | $202K |
| 2 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $68K |
| 3 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN |
MIAMI FL |
| 140 |
| $4.6M |
| $61K |
| 4 | INTEGRA PARTNERS INTEGRA PARTNERS 401K PLAN | ROCHESTER MI | 281 | $7.8M | $31K |
| 5 | JANONE, INC. JANONE, INC. RETIREMENT PLAN | EDINA MN | 160 | $2.5M | $8K |
| 6 | NWESTCO LLC NWESTCO RETIREMENT SAVINGS PLAN | KALISPELL MT | 231 | $8.0M | $6K |
