Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Thornburg Strategic Income Fund " in their Schedule of Assets, totaling $2.5M 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 | BOARD OF TRUSTEES HOUSTON AREA TEAMSTERS PENSION FUND HOUSTON AREA TEAMSTERS PENSION FUND | HOUSTON TX | 65 | $13.6M | $964K |
| 2 | SWISS STEEL USA, INC. SWISS STEEL USA, INC. 401K PLAN | CAROL STREAM IL | 96 | $25.2M | $886K |
| 3 | BANYAN SOFTWARE HOLDINGS, LLC BANYAN SOFTWARE RETIREMENT PLAN |
ATLANTA GA |
| 708 |
| $35.5M |
| $386K |
| 4 | BEACON ORAL SPECIALISTS MANAGEMENT LLC BEACON ORAL SPECIALISTS 401(K) PLAN | DALLAS TX | 1,053 | $54.0M | $230K |
| 5 | LIV COMMUNITIES LLC LIV COMMUNITIES 401(K) PROFIT SHARING PLAN | GRAND HAVEN MI | 110 | $10.8M | $58K |
| 6 | SKYSPECS, INC. SKYSPECS 401(K) PLAN | ANN ARBOR MI | 148 | $7.3M | $9K |
| 7 | VINELAND MOTOR SALES LLC TOYOTA OF ORLANDO 401K PLAN | ORLANDO FL | 425 | $5.6M | $8K |
| 8 | FARMINGTON COUNTRY CLUB FARMINGTON COUNTRY CLUB RETIREMENT PLAN | CHARLOTTESVILLE VA | 160 | $15.1M | $7K |
