Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Thornburg Strategic Income R6 Mutual fund - in their Schedule of Assets, totaling $1.9M 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 | JUDSON JUDSON NON-UNION 403(B) PLAN | CLEVELAND OH | 378 | $10.7M | $736K |
| 2 | SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE CA | 273 | $22.9M | $298K |
| 3 | SCHOELLER BLECKMANN AMERICA, INC. SBA 401(K) PLAN | HOUSTON TX |
| 629 |
| $40.4M |
| $225K |
| 4 | ILLUMIFIN CORPORATION ILLUMIFIN CORPORATION 401(K) PLAN | WOODBURY MN | 1,774 | $102.6M | $220K |
| 5 | MERUELO ENTERPRISES, INC. MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,047 | $87.9M | $189K |
| 6 | PACE ENGINEERS, INC. PACE ENGINEERS, INC 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 117 | $15.0M | $104K |
| 7 | USA CINEMA SERVICES, LLC CINEPOLIS USA 401(K) PLAN | DALLAS TX | 899 | $4.7M | $85K |
| 8 | ORTHOGONAL NETWORKS, INC. (D/B/A JELLYFISH) JELLYFISH 401(K) PLAN | BOSTON MA | 224 | $11.2M | $28K |
| 9 | JUDSON JUDSON UNION 403(B) PLAN | CLEVELAND OH | 112 | $629K | $24K |
| 10 | EAGLE SPECIALTY MATERIALS LLC EAGLE SPECIALTY MATERIALS LLC 401(K) PLAN | LEXINGTON KY | 627 | $26.2M | $18K |
