Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding THORNBURG STRATEGIC INCOME R4 in their Schedule of Assets, totaling $61K 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 | AKELIUS REAL ESTATE MANAGEMENT AKELIUS REAL ESTATE MANAGEMENT 401(K) | BOSTON MA | 151 | $11.8M | $42K |
| 2 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $19K |
