Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding THORNBURG INV INCBLDR FD -R3 in their Schedule of Assets, totaling $126K 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 | CHESTNUT PETROLEUM DISTRIBUTORS, CHESTNUT PETROLEUM DISTRIBUTORS, INC. 401(K) PLAN | POUGHKEEPSIE NY | 438 | $6.9M | $89K |
| 2 | LIGHTNING OILFIELD SERVICES, INC LIGHTNING OILFIELD SERVICES 401(K) PLAN | HASLET TX | 322 | $2.6M | $27K |
| 3 | BTI SECURITY BTI SECURITY 401(K) PLAN |
ROCKVILLE MD |
| 1,118 |
| $2.5M |
| $10K |