Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thornburg Strategic Income Fund R6 in their Schedule of Assets, totaling $523K 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 | C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 271 | $14.4M | $426K |
| 2 | INTEGRATED COMPUTER SOLUTIONS OF VESTAL, LLC INTEGRATED COMPUTER SOLUTIONS OF VESTAL, LLC 401(K) PSP | ENDICOTT NY | 224 | $12.2M | $71K |
| 3 | AMAROK, LLC |
COLUMBIA SC |
| 447 |
| $19.3M |
| $21K |
| 4 | MONARCH COMMUNITIES MANAGEMENT LLC MONARCH COMMUNITIES MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 423 | $2.2M | $4K |
