Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Thornburg Strategic R6 Mutual Fund in their Schedule of Assets, totaling $10.0M 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 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $8.7M |
| 2 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN | OFALLON MO | 619 | $40.1M | $754K |
| 3 | SAK CONSTRUCTION, LLC SAK CONSTRUCTION, LLC AND SUBSIDIARIES 401(K) PLAN |
OFALLON MO |
| 485 |
| $25.5M |
| $532K |
