Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thornburg Strategic Income in their Schedule of Assets, totaling $5.3M 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 OF CENTRAL TEXAS HEALTH AND BENEFIT FUND CENTRAL TEXAS HEALTH AND BENEFIT PLAN | ALBUQUERQUE NM | 4,850 | $39.0M | $3.3M |
| 2 | PLUMBERS AND PIPEFITTERS LOCAL UNION 344 PLUMBERS AND PIPEFITTERS LOCAL UNION 344 HEALTH AND WELFARE PLAN | OKLAHOMA CITY OK | 1,315 | $15.4M | $1.3M |
| 3 | HENLEY ENTERPRISES, INC. |
NEWTON HIGHLANDS MA |
| 3,062 |
| $53.8M |
| $390K |
| 4 | GENESIS ENGINEERS, INC. GENESIS ENGINEERS, INC. 401(K) RETIREMENT SAVINGS PLAN | BLUE BELL PA | 257 | $46.4M | $316K |
