Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thornburg Strategic Income R6 Mutual Funds 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 | TACTICAL AIR SUPPORT, INC. TACTICAL AIR SUPPORT, INC. RETIREMENT PLAN | RENO NV | 471 | $30.3M | $923K |
| 2 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $376K |
| 3 | ANTICIMEX, INC. ANTICIMEX, INC. 401(K) PLAN |
BASKING RIDGE NJ |
| 3,757 |
| $66.2M |
| $347K |
| 4 | THE JAMES MONROE WIRE & CABLE CORP. THE JAMES MONROE WIRE & CABLE CORP. EMPLOYEES' PROFIT SHARING PLAN | SOUTH LANCASTER MA | 137 | $11.0M | $229K |
