Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Thornburg Investment Income Builder R3 Thornburg 0 in their Schedule of Assets, totaling $317K 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 | NEXT JUMP, INC. NEXT JUMP, INC. 401(K) | NEW YORK NY | 18 | $13.4M | $173K |
| 2 | SERMO, INC. WORLDONE 401(K) PLAN | NEW YORK NY | 101 | $11.1M | $144K |
