Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding THORNBURG STRAT INC R6 in their Schedule of Assets, totaling $3.5M 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 | TUNGSTEN AUTOMATION CORPORATION TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN | IRVINE CA | 465 | $143.1M | $1.7M |
| 2 | S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE MA | 130 | $25.5M | $929K |
| 3 | ALLIED DENTAL PRACTICES OF NJ PROSMILE RETIREMENT SAVINGS PLAN |
WOODBRIDGE NJ |
| 830 |
| $13.2M |
| $272K |
| 4 | GRADE A MARKET, INCORPORATED GRADE A MARKET, INCORPORATED 401(K) PLAN | NORWALK CT | 1,431 | $74.0M | $266K |
| 5 | WYCLIFFE GOLF & COUNTRY CLUB HOM WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN | WELLINGTON FL | 218 | $5.7M | $59K |
| 6 | CCARC, INC. THE 401(K) PROFIT SHARING PLAN OF CCARC, INC. | NEW BRITAIN CT | 210 | $3.6M | $46K |
| 7 | SOUTHWEST COLLEGE OF MEDICAL - D SUCCESS EDUCATION COLLEGES 401K PLAN | WEST COVINA CA | 1,339 | $2.7M | $43K |
| 8 | OGRE HOLDINGS, LLC OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST | TIPTON IN | 148 | $10.9M | $31K |
| 9 | PREMIUM MORTGAGE CORPORATION PREMIUM MORTGAGE CORPORATION 401(K) PLAN | ROCHESTER NY | 195 | $15.3M | $27K |
| 10 | BLUE-GRACE LOGISTICS, LLC BLUE-GRACE LOGISTICS 401(K) PLAN | RIVERVIEW FL | 498 | $14.2M | $26K |
