Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Thornburg Strategic Income R5 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 | AMERICAN ACADEMY OF PEDIATRICS AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN | ITASCA IL | 533 | $214.2M | $1.7M |
| 2 | HOUGEN MANUFACTURING INC HOUGEN MANUFACTURING INC 401K PLAN | SWARTZ CREEK MI | 108 | $22.3M | $418K |
| 3 | ADVANCED DIGITAL DATA, INC. |
FLANDERS NJ |
| 131 |
| $32.2M |
| $387K |
| 4 | PRECISE SOFTWARE SOLUTIONS PRECISE SOFTWARE SOLUTIONS INC. RETIREMENT PLAN | ROCKVILLE MD | 160 | $16.4M | $53K |
| 5 | SKILLED CARE PHARMACY, INC. SKILLED CARE PHARMACY, INC. 401(K) PLAN | MASON OH | 76 | $12.3M | $3K |
