Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Thornburg Thornburg Investment Income Builder R5 in their Schedule of Assets, totaling $1.0M 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 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $671K |
| 2 | PRECISION HELIPARTS, INC. PAG HOLDING CORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $17.9M | $352K |
