Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Thornburg Strategic Income Fund Class R6 - in their Schedule of Assets, totaling $843K 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 | BANK OF CHINA BANK OF CHINA 401(K) PLAN | NEW YORK NY | 804 | $169.7M | $632K |
| 2 | RAINTANK INC. DBA GRAFANA LABS GRAFANA LABS RETIREMENT PLAN | NEW YORK CITY NY | 681 | $47.9M | $146K |
| 3 | GOFF COMMUNICATIONS, INC. GOFF COMMUNICATIONS, INC. 401(K) PLAN |
SARASOTA FL |
| 87 |
| $4.7M |
| $28K |
| 4 | BREWSTER AMBULANCE SERVICE, INC. BREWSTER AMBULANCE SERVICE 401(K) RETIREMENT PLAN | WEYMOUTH MA | 1,104 | $15.6M | $22K |
| 5 | CARDINAL GROUP MANAGEMENT & ADVISORY LLC CARDINAL GROUP MANAGEMENT 401(K) PLAN | DENVER CO | 2,467 | $20.5M | $13K |
| 6 | HULTAFORS GROUP US HOLDCO LLC HULTAFORS GROUP NORTH AMERICA 401(K) PLAN | MEQUON WI | 125 | $10.0M | $2K |
